Paul McCoy has been Managing Member / CCO of Total Wealth Advisors since July 2012, is a control person of the firm and directly owns between 50% and 75% of it. Paul McCoy holds a Bachelor of Science in Finance from Minnesota State University.
Total Wealth Advisors, LLC is a Hopkins, MN firm with $107M under management, 92 clients and 2 advisers in one office, as of its March 2026 filing.
Paul McCoy is Founder, President and CCO of Total Wealth Advisors, based in Hopkins, Minnesota. McCoy founded the firm in 2012. Earlier he began with a national brokerage firm, where he held leadership roles and recruited, trained and mentored financial advisors, and later became a Regional Manager for a New York-based investment management firm.
Paul McCoy’s longest registration is the current one, 12 years at Total Wealth Advisors since 2014. Before joining Total Wealth Advisors in 2014, Paul McCoy was registered through Lord, Abbett & Co. LLC.
- Total Wealth Advisors, LLCCurrent– present · 12 yearsHopkins, MN · Adviser representative · Firm CRD 164633
- Lord, Abbett & Co. LLC– · 10 yearsJersey City, NJ · Adviser representative · Firm CRD 110391
Professional designations
Listed by Total Wealth Advisors
- Certified Investment Management Analyst (CIMA®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Paul McCoy is registered as an investment adviser representative in Minnesota, since January 2014.
- MinnesotaSince 27 January 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 June 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 February 1993 |
| Series 7 | General Securities Representative Examination | 10 February 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Paul Joseph McCoy
- CRD
- 2317297
- Firm
- Total Wealth Advisors · CRD 164633
- Role
- Managing Member / CCO
- Office
- 809 MAINSTREET, Hopkins, MN 55343
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- totalwealthadvisors.com
Where does Paul McCoy work?
Paul McCoy has been Managing Member / CCO of Total Wealth Advisors, LLC since July 2012, and is a control person of the firm.
Is Paul McCoy a financial advisor?
Yes. Paul McCoy has a current investment-adviser registration in Minnesota, through Total Wealth Advisors since January 2014.
How many years of experience does Paul McCoy have?
Paul McCoy has 23 years in the financial industry, since March 2003, across 2 adviser firms.
What exams has Paul McCoy passed?
Paul McCoy has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in February 1993.
Where did Paul McCoy work before Total Wealth Advisors?
Before Total Wealth Advisors, Paul McCoy was registered through Lord, Abbett & Co. LLC, June 2001 to May 2012.
Where is Paul McCoy based?
Paul McCoy’s registered office is in Hopkins, MN.
Is Paul McCoy registered with FINRA?
No. Paul McCoy has no current broker registration.
How can I verify Paul McCoy’s record?
Search CRD 2317297 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul McCoy’s full registration record.