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Paul Joseph Mccoy

TOTAL WEALTH ADVISORS, LLC·HOPKINS, Minnesota
Series 7, Series 63, Series 65Clean record25 years registeredTOTAL WEALTH ADVISORS, LLC
809 MAINSTREET, HOPKINS, MN 55343CRD# 2317297Firm CRD# 164633

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Joseph Mccoy · HOPKINS, MN
Registration
CRD #2317297 · TOTAL WEALTH ADVISORS, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

TOTAL WEALTH ADVISORS, LLC
Jan 2014 – present
LORD, ABBETT & CO. LLC
Jun 2001 – May 2012
JERSEY CITY, NJ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · June 29, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TOTAL WEALTH ADVISORS, LLC
CRD 164633 · SEC 801-121278
AUM
$91M
Regulatory assets under management
Employees
2
343 client accounts
Services offered by TOTAL WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TOTAL WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Paul Joseph Mccoy offer?
Paul Joseph Mccoy specializes in Financial Planning, Investment Management. Contact their office in HOPKINS, Minnesota for a consultation.
What are Paul Joseph Mccoy's credentials?
Paul Joseph Mccoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Joseph Mccoy located?
Paul Joseph Mccoy is based in HOPKINS, Minnesota, working with TOTAL WEALTH ADVISORS, LLC. Their office serves clients in the HOPKINS metropolitan area and surrounding communities.
How does Paul Joseph Mccoy charge for services?
Paul Joseph Mccoy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOTAL WEALTH ADVISORS, LLC?
TOTAL WEALTH ADVISORS, LLC has approximately 2 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOTAL WEALTH ADVISORS, LLC

Suzanne Michelle Mccoy
HOPKINS, MN

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