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Mark Edward Mccoy

Investment adviser representative at Retirement Fund Management
31 yearsExperience
1 stateRegistered in
$769.7MFirm assets
18 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

31 years in the industry.

  1. Retirement Fund ManagementNov 1995 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 1 state (GA).

Retirement Fund Management

Legal name: Retirement Fund Management, LLC

$769.7MAssets managed
10Clients
1Advisers
18 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
2686877
Firm CRD
126573
Advisor's SEC record (opens in a new tab)
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