Christie Mccoy
Investment adviser representative at Nations Financial Group, Inc.
11 yearsExperience
1 stateRegistered in
$4.8BFirm assets
26 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 assetsFixed 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
11 years in the industry.
- Nations Financial Group, Inc.Oct 2025 to now
- Wells Fargo Advisors Financial Network, LLCMay 2024 to Oct 2025
- West Chester UniversityAug 2021 to Aug 2025
- Giant Food StoresSep 2020 to May 2023
- 21st Century Cyber Charter SchoolAug 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Nations Financial Group, Inc.
$4.8BAssets managed
5,569Clients
90Advisers
26 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
- 7938149
- Firm CRD
- 44181