Coy C. Kirby

KIRBY FINANCIAL ASSOCIATES

Darlington, SC 29532

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CRD#: 2690012

Professional summary

Coy Cleveland Kirby JR, who also goes by Cc Kirby, is a registered financial advisor currently at KIRBY FINANCIAL ASSOCIATES, LLC located in Darlington, South Carolina.

Coy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Coy has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cc Kirby

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INDEPENDENT INSURANCE AGENT OFFERING ACCIDENT INSURANCE, FIXED AND INDEXED ANNUITIES, TRADITIONAL LIFE INSURANCE AND INSURANCE PORTION OF HEALTH SAVINGS ACCOUNTS. PRESIDENT OF KIRBY FINANCIAL ASSOCIATES, LLC, MYRTLE BEACH, SC & DARLINGTON, SC-OFFERING ACCIDENT & HEALTH INS., DISABILITY INS., FIXED & EQUITY INDEX ANNUITIES, TRADITIONAL LIFE INS. PRODUCTS AND THE INS. PORTION OF HEALTH SAVING ACCOUNTS (HSA); INVESTMENT RELATED; START DATE: 9/2008; 40 HPM, 40 DURING TRADING HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Coy Cleveland Kirby JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 18, 2010 - Present

KIRBY FINANCIAL ASSOCIATES, LLC

Office #1: 119-2 East Hampton St., Darlington, SC 29532

RIA

CRD#: 154672

Darlington, SC

Past

April 8, 2008 - January 8, 2010

OSAIC FS, INC.

CRD#: 3870

DARLINGTON, SC

Past

February 14, 1996 - April 13, 2006

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(10/18/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/15/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/21/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 2/13/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KIRBY FINANCIAL ASSOCIATES, LLC

CRD#: 154672 / SEC#:

South Carolina

Registered Investment Advisory firm - (10/15/2010 Approved)

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Contact information

Main Address

119-2 East Hampton St., Darlington, SC 29532

Mailing Address

Phone number

(843) 395-6466

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Coy C. Kirby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Coy Cleveland Kirby JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

KIRBY FINANCIAL ASSOCIATES, LLC

OSAIC FS, INC.

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/15/2009

Series 63

Date: 12/21/1995

Series 6

Date: 2/13/1996

Current Firm

KIRBY FINANCIAL ASSOCIATES, LLC

Contact information

Documents

Red Flags

Company Information

KIRBY FINANCIAL ASSOCIATES, LLC

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