Deron T Mccoy
Investment adviser representative at Axxcess Wealth Management, LLC
31 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$8.9BFirm assets
Are you Deron T Mccoy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
31 years in the industry.
- Axxcess Wealth Management, LLCMar 2025 to now
- Axxcess Wealth Management, LLC dba Investate Wealth ManagementMar 2025 to now
- UnemployedMay 2024 to Feb 2025
- Ses Inc.Aug 2023 to Apr 2024
- Royal Alliance Associates, Inc.Nov 2018 to Aug 2023
- Sip LLCOct 2015 to Apr 2024
- Sia LLCApr 2012 to Apr 2024
- Seia LLCJan 2004 to Feb 2024
- Signator Investors, Inc.Jun 1995 to Nov 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Axxcess Wealth Management, LLC
$8.9BAssets managed
10,357Clients
28Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2641428
- Firm CRD
- 164081