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Brian Gary McCoy

Connors Investor Services Inc.

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About Brian Gary McCoy

Brian McCoy is an Investment Advisor Representative with Connors Investor Services Inc. located in Wyomissing, Pennsylvania. Brian has been in the industry since 1991 and has a Series 7 and Series 63. Brian is a Chartered Financial Analyst (CFA) and has experience providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Brian McCoy is currently registered with Connors Investor Services Inc.. Connors Investor Services Inc. is an investment advisor based in Wyomissing, Pennsylvania. The firm manages $1.05 billion in regulatory assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, investment companies, pooled investment vehicles, pension and profit-sharing plans, corporations, and state and municipal government entities. The firm's investment advisory services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Connors Investor Services Inc. also offers selection of other advisers and participates in wrap fee programs.
Connors Investor Services Inc.

1210 BROADCASTING ROAD

WYOMISSING, PA 19610-3213

$1.05B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian McCoy’s Registration & Firm History

PA

11/26/2003 - Present

Connors Investor Services Inc. (WYOMISSING PA)

NA

05/02/1991 - 05/30/1991

THOMAS JAMES ASSOCIATES, INC.

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Licenses & Designations

BC

Issued 05/13/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Gary McCoy.
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