Debra McCartyCRD Number: 3024369
Current Firm: Suntrust Investment Services, Inc.
Debra McCarty (CRD# 3024369) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Chesapeake, VA and has over 7 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
Pathway Financial Planning, Inc.
Virginia Capital Management Group Inc.
|Suntrust Investment Services, Inc.||Atlanta, GA||Mar 2008 - Current||9|
|Suntrust Investment Services, Inc.||Atlanta, GA||May 2007 - Mar 2008||< 1|
|Suntrust Investment Services, Inc.||Norfolk, VA||Sep 1997 - May 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2009|
|S66||NASAA Uniform Combined State Law Examination||Nov 2009|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV