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Brian Gary Mccoy

CONNORS INVESTOR SERVICES INC·WYOMISSING, Pennsylvania
Series 7, Series 63Clean record22 years registeredCONNORS 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 · 22 years registered
Brand Profile
Not yet started
01

Career History

Nov 2003present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · November 26, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONNORS INVESTOR SERVICES INC
CRD 106993 · SEC 801-6211
AUM
$1.1B
Regulatory assets under management
Employees
9
613 client accounts
Services offered by CONNORS INVESTOR SERVICES INC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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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.
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