Matthew Mccoy
Matthew Mccoy is a CFP-designated registered investment advisor at LPL Financial LLC, based in Greensboro, NC, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1010 N Elm St, Greensboro, NC, 27401
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Regulatory History (1)
Customer Dispute
February 2021Other Business ActivitiesSells Insurance
Matthew is a 50% owner of Principles of Financial Planning and a sole proprietor for Pilot Financial and Gene Pleasants Agency, which sells non-variable insurance. He also owns The Real McCoy Instructions Services, LLC, providing instruction services related to self-defense and firearms, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
State Registrations14 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.