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John M

Series 65, Series 63

Lancaster, PA

LPL Financial

John Mc Coy is a financial advisor with LPL Financial in Lancaster, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Securities America Advisors and Phoenix Contact. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a broad platform that combines advisory services with non-advisory financial offerings.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John M

Series 63, Series 65

Lancaster, PA

LPL Financial

John Mccoy II is a financial advisor with LPL Financial holding Series 63 and Series 65 designations and has 36 years of industry experience. His career includes over a decade with Securities America Advisors and Securities America, Inc., as well as 30 years running John Ralph Mccoy. He is also a commissioned notary public in Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party models, with a broad platform that includes institutional and participant-level retirement advice.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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