Kathleen McCarthy (CRD# 6954666) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Westminister, CO and has over 4 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Encorp Stem Teachers Program | Redondo Beach, CA | Jan 2022 - Current | 2 |
Juice Plus | Collierville, TN | Feb 2020 - Current | 4 |
Mad Science Of Colorado | Denver, CO | Aug 2019 - Current | 4 |
4-h Stem Americorps Member Colorado State University Extension ( | Fort Collins, CO | Aug 2019 - Current | 4 |
Lonetree Energy | Denver, CO | Jul 2018 - Current | 5 |
Transamerica Financial Advisors, Inc. | Northglenn, CO | May 2018 - Current | 6 |
World Financial Group, Inc. | Northglenn, CO | Jul 2017 - Current | 6 |
304 Whitetail Circle, LLC | Broomfield, CO | Jan 2017 - Current | 7 |
Science Matters In America | Littleton, CO | Aug 2019 - Dec 2021 | 2 |
Oracle | Broomfield, CO | Nov 2000 - Jan 2017 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2019 |
S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- CO
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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