Reed Rummel Mccoy
Investment adviser representative at Israel Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$96.3MFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Israel Investment Advisors, LLCJan 2021 to now
- Ghp Investment AdvisorsApr 2017 to now
- CaptrustJul 2013 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CO).
Israel Investment Advisors, LLC
$96.3MAssets managed
5Clients
26Advisers
16 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
- 6235375
- Firm CRD
- 153952