Blake Mccoy
Blake Mccoy is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in North Las Vegas, NV, with 8 years of industry experience. Blake is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
6475 Aliante Pkwy, North Las Vegas, NV, 89084
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2025Customer Dispute
October 2023Criminal
August 2021Other Business Activities
Blake is a board member at large for the UNLV MBA Student Board, a not-for-profit organization. He spends minimal time each month organizing events for students and alumni.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 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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