DM
David E. Mccoy
RIDGEVIEW FINANCIAL
ST. GEORGE, UT
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CRD#: 8216953
DM
David Edwin MccoyRIDGEVIEW FINANCIAL
Professional summary
David Edwin Mccoy is a registered financial advisor currently at RIDGEVIEW FINANCIAL LLC located in St. George, Utah.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. David has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
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.
Entry 1: Rocky Vista University Investment-Related?: No Address: 255 E. Center St, Ivins, UT 84738 Nature of Business: Higher education / medical university administration Position / Title / Relationship: Assistant Dean of Student Affairs & Advising Start Date: 02/2022 Approx. Hours/Month: 120 Hours During Securities Trading Hours: 100 Description of Duties: Administrative leadership role in higher education, including oversight of student affairs, advising, educational support, disability services, and related university operations. No investment-related duties. Entry 2: Insurance Activity Name of Other Business: Independent Insurance Producer Activity/Ridgeview Financial LLC Investment-Related?: Yes Address: 1395 E. White Bluff Dr, St. George, UT 84790 Nature of Business: Insurance sales / insurance producer activity Position / Title / Relationship: Licensed Insurance Producer / Agent Start Date: 01/2026 Approx. Hours/Month: 20 Hours During Securities Trading Hours: 15 Description of Duties: Licensed insurance producer activity involving life insurance and annuity products. May receive commission-based compensation. Supervise/coach other producers. Activity is separate from Ridgeview Financial LLC advisory services.
CRS (Client Relationship Summary) - RIA
Click below to view David Edwin Mccoy'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®
NoneExperience
Current
April 17, 2026 - Present
RIDGEVIEW FINANCIAL LLC
RIA
CRD#: 340441
ST. GEORGE, UT
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
Utah(4/17/2026)
Current Firm
RF
RIDGEVIEW FINANCIAL LLC
RIDGEVIEW FINANCIAL LLC
CRD#: 340441 / SEC#:
Utah
Registered Investment Advisory firm - (4/17/2026 Approved)Loading...
Contact information
Main Address
St. George, UT
Mailing Address
Phone number
(979) 709-2160
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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