Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McCoy is a financial advisor with Southbound Wealth LLC. Matthew McCoy is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. Matthew McCoy's experience includes previous roles at LPL FINANCIAL LLC and Vanguard Marketing Corporation. Matthew McCoy's services include financial planning and portfolio management for individuals.
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.
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.
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SC
12/11/2024 - Present
Southbound Wealth LLC (ROCK HILL SC)
SC
04/12/2019 - 09/24/2021
LPL FINANCIAL LLC (ROCK HILL SC)
NC
05/08/2017 - 04/16/2019
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 05/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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