Linda J. Mccoy
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Linda Jean Mccoy, CFP®, who also goes by Linda Mccoy Kesler, Linda Mccoy, was a registered financial professional .
Linda is a previously registered financial professional and started their career in finance in 2015. Linda had worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2018
Experience
February 22, 2021 - August 1, 2025
GOODMAN FINANCIAL CORPORATION
August 19, 2015 - December 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
August 19, 2015 - January 11, 2021
TD AMERITRADE, INC.
July 28, 2015 - January 11, 2021
TD AMERITRADE, INC.
Primary Firm SEC Registration
GOODMAN FINANCIAL CORPORATION
CRD#: 114637 / SEC#: 801-61260
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
GOODMAN FINANCIAL CORPORATION
CRD#: 114637 / SEC#: 801-61260
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 925 |
| AUM (Assets Under Management) | $ 864,940,094 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
