Claim Profile
Unclaimed Profile
BM

Brian Gary Mccoy

CONNORS INVESTOR SERVICES INC·WYOMISSING, Pennsylvania
Clean recordCONNORS INVESTOR SERVICES INC
1210 BROADCASTING ROAD, WYOMISSING, PA 19610-3213CRD# 2140182Firm CRD# 106993

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Gary Mccoy · WYOMISSING, PA
Registration
CRD #2140182 · CONNORS INVESTOR SERVICES INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Gary Mccoy is a registered financial advisor based in WYOMISSING, Pennsylvania, affiliated with CONNORS INVESTOR SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CONNORS INVESTOR SERVICES INC
CONNORS INVESTOR SERVICES INC
AUM
$1.1B
Regulatory assets under management
Employees
9
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2140182
Firm CRD# 106993
View on FINRA BrokerCheck →

Looking for a financial advisor in WYOMISSING?

Browse all registered financial advisors in WYOMISSING, Pennsylvania or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Brian Gary Mccoy offer?
Brian Gary Mccoy specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WYOMISSING, Pennsylvania for a consultation.
What are Brian Gary Mccoy's credentials?
Brian Gary Mccoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Gary Mccoy located?
Brian Gary Mccoy is based in WYOMISSING, Pennsylvania, working with CONNORS INVESTOR SERVICES INC. Their office serves clients in the WYOMISSING metropolitan area and surrounding communities.
How does Brian Gary Mccoy charge for services?
Brian Gary Mccoy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONNORS INVESTOR SERVICES INC?
CONNORS INVESTOR SERVICES INC has approximately 9 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →