Tammie Lynn Mccoy
Investment adviser representative at LPL Financial LLC
10 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCMay 2022 to now
- Cuna Brokerage Services, Inc.May 2021 to May 2022
- Cuna Mutual GroupNov 2020 to May 2022
- FaneuilJan 2020 to Nov 2020
- Bankers LifeJul 2019 to Dec 2019
- UnemployedMar 2018 to Jul 2019
- Oppenheimer & Co., Inc.Oct 2017 to Mar 2018
- UnemployedMay 2017 to Jul 2017
- LPL Financial, LLCMar 2017 to May 2017
- Swmg, LLCFeb 2017 to May 2017
- UnemployedDec 2016 to Mar 2017
- Creating & Managing WealthOct 2016 to Nov 2016
- Lincoln InvestmentOct 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (KS, NJ, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4126505
- Firm CRD
- 6413