Joseph McCarthy (CRD# 5469879) is an Investment Advisor Representative working at Kingsgrove Management, LLC in Camarillo, CA and has over 16 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mg Management Of California, LLC | Camarillo, CA | Sep 2016 - Current | 7 |
| Mccarthy Productions LLC | Camarillo, CA | Apr 2014 - Current | 10 |
| Mccarthy Management | Camarillo, CA | Jan 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- CA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$347,257
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
CA
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