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Shawna McCoy

Acumen Wealth Advisors, LLC

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About Shawna McCoy

Shawna McCoy is an investment advisor representative at Acumen Wealth Advisors, LLC. She has been in the financial services industry since 2011. Shawna is registered with the state of Tennessee. She holds Series 7 and Series 66 securities licenses. She specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Shawna McCoy is currently registered with Acumen Wealth Advisors, LLC. Acumen Wealth Advisors, LLC is a Registered Investment Advisor located in Chattanooga, Tennessee. The firm has 2 licensed agents and 9 Investment Adviser Representatives. They manage approximately $427,313,547 in regulatory assets under management for 247 total accounts. Acumen Wealth Advisors specializes in providing financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles. The firm serves individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles.
Acumen Wealth Advisors, LLC

250 FOREST AVENUE

CHATTANOOGA, TN 37405

$427.31M

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Shawna McCoy’s Registration & Firm History

TN

10/13/2020 - Present

Acumen Wealth Advisors, LLC (CHATTANOOGA TN)

TN

09/24/2018 - 09/28/2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHATTANOOGA TN)

TN

02/02/2011 - 11/09/2011

MORGAN KEEGAN & COMPANY, INC. (CHATTANOOGA TN)

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Licenses & Designations

BOTH

Issued 07/31/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shawna McCoy.
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