Patrick Mccoy is a registered investment advisor, based in Bellevue, KY, with 13 years of industry experience.
Location
Bellevue, KY
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Regulatory History (1)
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Criminal
February 2007Final Disposition
Other Business ActivitiesSells Insurance
Patrick is an insurance agent for Greenline Insurance LLC, spending minimal time on insurance sales and services. He also owns Patrick McCoy LLC, where he plans to use a drone to scan roofs for companies with storm damage, dedicating a few hours per week.
Employment History
Previous Registrations
Greenline Wealth Management
September 2024 - October 2026 · 2 yrs 1 mo
Capital Client Group, INC.
December 2014 - August 2024 · 9 yrs 8 mos
Exams
No exam information available for this advisor.
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