Roger Mccoy
Roger Mccoy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cameron, MO, with 47 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
224 N. Walnut Street, Cameron, MO, 64429
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 Activities
Roger manages rental real estate property and collects rents, dedicating a few hours per week to this activity. He also holds multiple officer positions at Roger McCoy Financial Services LLC, spending minimal time on this support company.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
A. G. Edwards & Sons, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations8 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.