Michael A. Mccoy
Professional summary
Michael Arden Mccoy, who also goes by Michael A Mccoy, Michael Arden Mccoy Mr, Mike Arden Mccoy, is a registered financial advisor currently at ARDEN WEALTH MANAGEMENT located in Danville, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Arden Mccoy's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 14, 2023 - Present
ARDEN WEALTH MANAGEMENT
September 6, 2016 - April 4, 2023
OSAIC FS, INC.
September 6, 2016 - April 4, 2023
OSAIC FS, INC.
December 16, 2014 - September 7, 2016
SECURITIES AMERICA ADVISORS, INC.
December 15, 2014 - September 7, 2016
SECURITIES AMERICA, INC.
June 3, 2014 - January 5, 2015
BANCWEST INVESTMENT SERVICES, INC.
June 2, 2014 - January 5, 2015
BANCWEST INVESTMENT SERVICES, INC.
April 21, 2004 - June 12, 2014
VALIC FINANCIAL ADVISORS, INC.
April 21, 2004 - June 12, 2014
VALIC FINANCIAL ADVISORS, INC.
December 5, 2003 - March 3, 2004
INTERVEST INTERNATIONAL EQUITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/14/2023)
Exams
Current Firm
ARDEN WEALTH MANAGEMENT
CRD#: 325639 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 57 |
| AUM (Assets Under Management) | $ 16,000,000 |
Red Flags
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