Unclaimed Profile

Mcginnis Andrew Mccoy

PRISM ADVISORS, INC.·STUDIO CITY, California

Clean recordPRISM ADVISORS, INC.

4361 TUJUNGA AVENUE, STUDIO CITY, CA 91604CRD# 1708167Firm CRD# 286474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mcginnis Andrew Mccoy · STUDIO CITY, CA

Registration

CRD #1708167 · PRISM ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mcginnis Andrew Mccoy is a registered financial advisor based in STUDIO CITY, California, affiliated with PRISM ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PRISM ADVISORS, INC.

AUM

$416M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PRISM ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1708167

Firm CRD# 286474

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mcginnis Andrew Mccoy offer?

Mcginnis Andrew Mccoy specializes in Financial Planning, Investment Management. Contact their office in STUDIO CITY, California for a consultation.

What are Mcginnis Andrew Mccoy's credentials?

Mcginnis Andrew Mccoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mcginnis Andrew Mccoy located?

Mcginnis Andrew Mccoy is based in STUDIO CITY, California, working with PRISM ADVISORS, INC.. Their office serves clients in the STUDIO CITY metropolitan area and surrounding communities.

How does Mcginnis Andrew Mccoy charge for services?

Mcginnis Andrew Mccoy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRISM ADVISORS, INC.?

PRISM ADVISORS, INC. has approximately 5 employees and manages $416M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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