Robert Mccoy is a registered investment advisor, based in Ankeny, IA, with 27 years of industry experience.
Location
Ankeny, IA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert manages farm land rentals for City National Bank Building LLC and State & Federal Building LLC, and owns/manages Parkview Building LLC. He is also a trustee for an irrevocable life insurance trust, a director for a condominium association, and an independent advisor representative for Avantax Planning Partners, spending about a quarter of his time on investment services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Investment Services, INC.Broker
Proequities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.