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Miranda Eron Mccoy

Advisor at Cetera — Fairburn, GA

Updated today

Credentials

Series 63, Series 66

Experience

23 years

Location

Fairburn, GA

Cetera logo

Cetera

Institution

Total advisors

10,182

Across 5,098 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Miranda Mccoy is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 23 years of industry experience. She has been associated with various Cetera entities since 2015 and currently serves as the president of her local homeowners association board. Additionally, she holds a secretary position at I Am Military, Inc., a nonprofit developing a social networking platform for military personnel. Cetera Investment Advisers LLC is an SEC-registered advisor that provides services to individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and supports various investment strategies and program structures.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Fairburn, GA

Fairburn GA

Advisors at this office

2

Most active in

Georgia

Work history

23 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2015 - Present • 11 years

El Segundo, CA

Cetera Investment Services Llc

2015 - Present • 11 years

Saint Cloud, MN

CETERA Financial Specialists LLC

2015 - Present • 11 years

Schaumburg, IL

Cetera Advisors LLC

2015 - Present • 11 years

Denver, CO

First Allied Securities, Inc.

2015 - 2022 • 7 years

San Diego, CA

Summit Brokerage Services, Inc.

2015 - 2019 • 4 years

Boca Raton, FL

Girard Securities, Inc.

2015 - 2017 • 2 years

San Diego, CA

VSR Financial Services, Inc.

2015 - 2016 • 1 year

Overland Park, KS

Legend Equities Corporation

2015 - 2016 • 1 year

Palm Beach Gardens, FL

Investors Capital Corp.

2015 - 2016 • 1 year

Lynnfield, MA

Cambridge Investment Research Advisors

2011 - 2015 • 4 years

Norcross, GA

Harrisdirect LLC

2009 - 2010 • 1 year

Arlington, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Cassian N

Series 65

Fairburn, GA

RINO INVEST Wealth Management LLC

Cassian Nunez is a financial advisor at RINO INVEST Wealth Management LLC with a Series 65 designation and two years of industry experience. He has served in the U.S. Army since 2011. RINO INVEST Wealth Management LLC provides investment management and financial planning services focused primarily on real estate investments, mutual funds, equities, and ETFs. The firm uses fundamental analysis and a long-term trading approach, offering tailored portfolios and educational seminars to its clients.

Real estate investing
user avatar

Desmond Q

CFP®, Series 65

Peachtree City, GA

Quigley Financial LLC

Desmond Quigley is a CFP® and holds a Series 65 license, operating as the sole advisor at Quigley Financial LLC with 19 years of industry experience. He has managed his independent firm since 2005 and simultaneously works as a commercial airline pilot for Delta Air Lines, a role he has held since 1997. Quigley Financial LLC is a fee-only independent firm providing wealth management, portfolio management, tax planning, and financial planning services to individuals, small businesses, and trusts. The firm employs a top-down, Modern Portfolio Theory-based investment approach using diversified global portfolios of no-load mutual funds and ETFs, managing accounts on a non-discretionary basis with documented investment policies.

General retirement planning General tax planning Wealth management Cash flow / budgeting Retired

Chris M

CFP®

Fayetteville, GA

Purpose Financial Planning

Hi, I'm Chris. I’m a CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®, and founder of Purpose Financial Planning. Having spent years in the industry, I noticed a need among younger families who didn’t have access to the type of financial advice they were looking for. With limited options, many were having to turn to robo-advisors, YouTube videos, and Reddit forums to try and figure it out on their own. But there's just too much to keep up with for busy families trying to navigate work and family. Who has time to also become an expert on saving, investing, taxes, retirement, and every other financial discipline? I set out to change that when I launched Purpose Financial Planning – a boutique firm that works exclusively with young Christian professionals, business owners, and their families. Rather than focusing on retirees, I wanted to help families who are working to build wealth today. In fact, having access to professional advice and biblical wisdom now means the benefits can compound over decades! Purpose Financial Planning exists to help young families live out God’s Purpose through good financial stewardship. As your personal CFO, I focus on your financial picture so that you can focus on the things that matter to you... things like family and your career. My typical clients are high-earning professional or business owner in their 30s or 40s. They are working hard to balance the demands of your family and career. They want to feel confident they're making the right financial decisions for their family's future. They want a financial advisor who shares their values and can help them build their wealth while enjoying an abundant and generous life. Reach out to schedule a free intro call with me to see if we might be a good fit!

Business ownership considerations Founder/Business Owner Christian Faith Based Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Bryan B

CFP®, Series 63

Newnan, GA

Wealth Partners, Inc.

Bryan Blair is a CFP® professional with over 32 years of experience in the financial services industry. He has worked with multiple firms, including Multi Financial Securities Corporation since 2004 and First Newnan Insurance Group since 2002. He currently operates Wealth Partners, Inc. in Newnan, GA. Wealth Partners primarily serves individual clients, professionals, retirees, and small-to-medium business owners, offering fee-only financial planning and portfolio management under a fiduciary standard. The firm employs a systematic investment process focused on risk-controlled active management, combining strategic asset allocation with tactical adjustments and attention to low-cost investment options.

Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General tax planning Retired Founder/Business Owner Mid-Career Professionals
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William B

Series 65

Atlanta, GA

Benton Innovation Group

William Benton is the sole advisor and president of Benton Innovation Group in Atlanta, GA, holding a Series 65 designation with over a decade of experience. He leads a 501(c)(3) ecological nonprofit organization and serves as an Intuit-authorized consultant. Benton Innovation Group operates as an investment manager focusing on pooled vehicles and institutional mandates, providing advisory and portfolio management services with alternative billing arrangements uncommon in the industry.

Life insurance needs analysis
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Darrell R

Series 65

Morrow, GA

Stewardship Edge Capital, LLC

Darrell Russell is the sole advisor at Stewardship Edge Capital, LLC, holding a Series 65 designation with seven years of industry experience. He has managed portfolios at Stewardship Edge Capital since 2018 and has prior experience with High Net Wealth, LLC beginning in 2014. Stewardship Edge Capital is a state-registered investment adviser providing discretionary portfolio management through separately managed accounts to individual clients, including high-net-worth investors. The firm employs a long-term value investing approach focused on fundamental and qualitative analysis to identify companies with durable competitive advantages, offering both a General and a more concentrated Focused portfolio strategy.

Active portfolio management Concentrated stock management
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