Advisor at McCay Wealth Advisory LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
McCay Wealth Advisory LLC
Location
Manchester, TN 37355
Credentials
Series 66
Industry experience
19 years
$250 to $2,000 per project for financial planning and consulting services
$0 - $1,000,000: 1.40% $1,000,001 - $3,000,000: 1.20% $3,000,001+: 1.00%
$250 - $500 per hour, negotiable depending on client agreement
MCCAY Wealth Advisory, LLC
2017 - Present (9 years)
Wells Fargo Advisors Financial Network, Llc
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Tullahoma, TN
Edward Jones
Series 63, Series 66
Manchester, TN
Edward Jones
Series 66
Tullahoma, TN
Edward Jones
CFP®, Series 66
Tullahoma, TN
Edward Jones
Series 63
Tullahoma, TN
Financial Management Advisors, Inc.
Series 66
Tullahoma, TN
Financial Management Advisors, Inc.
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