Matthew Mccoy
Matthew Mccoy is a CFP-designated registered investment advisor at LPL Financial LLC, based in Greensboro, NC, with 17 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1010 N Elm St, Greensboro, NC, 27401
Get directionsHistory
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.
Exams
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