Robert Charles Mccoy
Investment adviser representative at Howard Bailey Securities, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$582.8MFirm assets
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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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Howard Bailey Securities, LLCMar 2019 to now
- Howard BaileyJun 2016 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IN).
Howard Bailey Securities, LLC
$582.8MAssets managed
1,756Clients
11Advisers
7 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
- 2833900
- Firm CRD
- 282712