Thomas McCarthy (CRD# 2879932) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 26 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 718407
Osaic Wealth, Inc.
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
The Investment Center Inc. | Mountainside, NJ | Feb 2019 - Current | 5 |
Ic Advisory Services Inc. | Mountainside, NJ | Feb 2019 - Current | 5 |
J.w. Cole Financial, Inc. | Old Bridge, NJ | May 2013 - Feb 2019 | 5 |
J. W. Cole Advisors, Inc. | Tampa, FL | May 2013 - Feb 2019 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1997 |
S65 | NASAA Investment Advisors Law Examination | Nov 1997 |
- CA
- NJ
- NC
- PA
- VT
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Total Assets Under Management2,141MILLIONS
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Total Number of Accounts6,011ACCOUNTS
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Average Account Value$356,194
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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