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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Ralph McCoy is a financial advisor at LPL Financial LLC and has been in the financial industry since 1990. John Ralph McCoy is registered as a securities agent in 12 states and as an investment advisor representative in Pennsylvania. John Ralph McCoy has experience working with individuals, corporations, and charitable organizations, as well as offering investment advice and financial planning. John Ralph McCoy is also a registered principal and has passed a number of industry exams, including Series 7, Series 6, Series 63, Series 65, and Series 24.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
12/03/2020 - Present
LPL Financial LLC (LANCASTER PA)
PA
01/22/2008 - 12/04/2020
SECURITIES AMERICA, INC. (LANCASTER PA)
PA
11/16/1998 - 01/23/2008
NATIONAL PLANNING CORPORATION (LANCASTER PA)
MD
01/02/1997 - 11/19/1998
H. BECK, INC. (ROCKVILLE MD)
GA
12/10/1993 - 12/31/1996
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
09/05/1990 - 12/16/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/05/1990 - 12/16/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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