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Mark Edward Mccoy

RETIREMENT FUND MANAGEMENT, LLC·ATLANTA, Georgia
Series 2, Series 65Clean record19 years registeredRETIREMENT FUND MANAGEMENT, LLC
FIVE CONCOURSE PARKWAY, ATLANTA, GA 30328-7106CRD# 2686877Firm CRD# 126573

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Edward Mccoy · ATLANTA, GA
Registration
CRD #2686877 · RETIREMENT FUND MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

RETIREMENT FUND MANAGEMENT
Jul 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · July 11, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RETIREMENT FUND MANAGEMENT, LLC
CRD 126573 · SEC 801-69594
AUM
$693M
Regulatory assets under management
Employees
4
10 client accounts
Services offered by RETIREMENT FUND MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at RETIREMENT FUND MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Mark Edward Mccoy offer?
Mark Edward Mccoy specializes in Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Mark Edward Mccoy's credentials?
Mark Edward Mccoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Edward Mccoy located?
Mark Edward Mccoy is based in ATLANTA, Georgia, working with RETIREMENT FUND MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Mark Edward Mccoy charge for services?
Mark Edward 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 RETIREMENT FUND MANAGEMENT, LLC?
RETIREMENT FUND MANAGEMENT, LLC has approximately 4 employees and manages $693M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Bradley Ross Sims
ATLANTA, GA

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