Isaac Wayne Mccoy
Investment adviser representative at Guardian Wealth Advisors, LLC
20 yearsExperience
2 statesRegistered in
$2.7BFirm assets
6 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
- Pension consulting
Experience
20 years in the industry.
- Guardian Wealth Advisors, LLCJan 2025 to now
- Org PartnersApr 2024 to Jan 2025
- Charles Schwab & Co., Inc.Jan 2023 to Apr 2024
- Charles Schwab & Co., Inc.Jun 2022 to Dec 2022
- Scott Residential ManagementJul 2020 to May 2022
- Faith Lutheran Church and SchoolMay 2017 to Mar 2020
- Full-time EducationAug 2006 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, NE).
Guardian Wealth Advisors, LLC
$2.7BAssets managed
2,262Clients
33Advisers
6 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
- 7537836
- Firm CRD
- 305412