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Colin M

Series 63, Series 65

Centennial, CO

Cetera

Colin Mccoy is a financial advisor with Cetera who holds the Series 63 and Series 65 designations and has 34 years of industry experience. His career includes roles at GCG Financial Inc., Minnesota Life Insurance Company, and Tax & Financial Group. He is also the owner and manager of a rental property in Vail, Colorado. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management solutions through a large network of independent advisors and provides access to model portfolios, third-party managers, and customized strategies.

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