Tammie McCoy (CRD# 4126505) is an Investment Advisor Representative working at Lpl Financial LLC in Wichita, KS and has over 2 years of experience in the finance industry.
CRD# 6242646
Equitable Advisors, LLC
CRD# 5858361
American Independent Securities Group, LLC
CRD# 4001851
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Wichita, KS | May 2022 - Current | 2 |
| Cuna Brokerage Services, Inc. | Waverly, IA | May 2021 - May 2022 | 1 |
| Cuna Mutual Group | Waverly, IA | May 2021 - May 2022 | 1 |
| Cuna Mutual Group | Waverly, IA | Nov 2020 - May 2021 | < 1 |
| Faneuil | Wichita, KS | Jan 2020 - Nov 2020 | < 1 |
| Bankers Life | Wichita, KS | Jul 2019 - Dec 2019 | < 1 |
| Unemployed | Wichita, KS | Mar 2018 - Jul 2019 | 1 |
| Oppenheimer & Company, Inc. | Fort Worth, TX | Oct 2017 - Mar 2018 | < 1 |
| Unemployed | Fort Worth, TX | May 2017 - Jul 2017 | < 1 |
| Lpl Financial, LLC | Fort Worth, TX | Mar 2017 - May 2017 | < 1 |
| Swmg, LLC | Fort Worth, TX | Feb 2017 - May 2017 | < 1 |
| Unemployed | Decatur, TX | Dec 2016 - Mar 2017 | < 1 |
| Creating & Managing Wealth | Irving, TX | Oct 2016 - Nov 2016 | < 1 |
| Lincoln Investment | Fort Washington, PA | Oct 2016 - Nov 2016 | < 1 |
| Transamerica Investors Securities Corporation | Wichita, KS | Aug 2015 - Jul 2016 | < 1 |
| Transamerica Retirement Solutions | Harrison, NY | Jul 2015 - Jul 2016 | 1 |
| Fidelity Investments | Wichita, KS | Nov 2011 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- KS
- NJ
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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