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Robert Charles Mccoy

Howard Bailey Securities, LLC

Fort Wayne, IN

CRD 2833900

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Employer firm

Howard Bailey Securities, LLC CRD 282712

$583M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • CONSULTING, THIRD PARTY MONEY MANAGERS, SUB ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers
Howard Bailey Securities, Llc

5916 Covington Rd, Fort Wayne, IN 46804 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2019-03-06
  • IN RA
    APPROVED
    Since 2019-03-06

Branch Locations

5916 Covington Rd, Fort Wayne, IN 46804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Howard Bailey Fort Wayne IN 06/2016 Present
  • 06/2016 → Present
    Howard Bailey
    Fort Wayne, IN
Other Businesses

Various Insurance Companies, 6526 West Jefferson Blvd, Fort Wayne, IN 46804, Licensed Insurance Agent, 56 Hours Per Month, Life Insurance Sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-07
S63 Uniform Securities Agent State Law Examination 1997-01-24
  • S65 Uniform Investment Adviser Law Examination
    2016-04-07
  • S63 Uniform Securities Agent State Law Examination
    1997-01-24
Designations
  • Certified Financial Planner
Other Names
  • Robert Mccoy

View on SEC IAPD

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