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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 Smith McCoy is a financial advisor with Cary Street Partners, a registered investment advisor with offices in Charlottesville, Virginia. John has been in the financial services industry for over 15 years and has experience working with individuals, families, corporations, and institutions. John has held licenses with several prominent firms, including LPL Financial, TIAA-CREF, Wells Fargo Advisors, PNC Capital Markets, SunTrust Investment Services, and Citigroup. John is also a Certified Financial Planner. His firm, Cary Street Partners, provides financial planning, investment management, and pension consulting services to a variety of clients.
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.
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.
A percentage of the total value of assets under management is charged.
Revenue sharing with certain third parties
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2
VA
08/29/2022 - Present
Cary Street Partners (Charlottesville VA)
MD
08/28/2015 - 07/03/2018
LPL FINANCIAL LLC (ANNAPOLIS MD)
MD
05/16/2013 - 04/29/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ANNAPOLIS MD)
MD
09/07/2011 - 03/05/2013
WELLS FARGO ADVISORS, LLC (BETHESDA MD)
PA
10/20/2005 - 12/31/2008
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
GA
02/23/2005 - 09/19/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NY
07/28/1995 - 02/24/1997
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
08/06/1991 - 11/19/1991
WALL STREET INVESTOR SERVICES (NEW YORK NY)
MD
03/22/1988 - 08/02/1989
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 11/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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