Matthew Daniel Mccoy

CFP

Boldin Advisors

8 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingInsurance Planning

Boldin Advisors

Compensation

Fixed/Hourly

Firm Size

10 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Financial Planning:Investment management only

Contact

Matthew Daniel Mccoy

Location

Rock Hill, SC

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Boldin Advisors

November 2025 - Present · 3 mos

Southbound Wealth LLC

December 2024 - Present · 1 yr 2 mos

Previous Registrations

Facet

October 2021 - December 2024 · 3 yrs 2 mos

Independent Advisor Alliance, LLC

January 2021 - September 2021 · 8 mos

LPL Financial LLCBroker

April 2019 - September 2021 · 2 yrs 5 mos

Vanguard Marketing CorporationBroker

May 2017 - April 2019 · 1 yr 11 mos

State Registrations2 states

NCSC

Advisor

Exams

No exam information available for this advisor.