Megan McCarthy (CRD# 6889282) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has 1 year of experience in the finance industry. Megan McCarthy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 4993109
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Mather Group, LLC | Chicago, IL | Jan 2021 - Current | 1 |
| The Mather Group, LLC | Chicago, IL | Jan 2020 - Dec 2020 | < 1 |
| The Mather Group, LLC | Chicago, IL | Aug 2018 - Dec 2019 | 1 |
| The University Of Illinois At Urbana-champaign | Champaign, IL | Sep 2014 - Jun 2018 | 3 |
| Franklin Wealth Advisors | Urbana, IL | Oct 2017 - May 2018 | < 1 |
| The Mather Group, LLC | Chicago, IL | May 2017 - Aug 2017 | < 1 |
| York Community High School | Elmhurst, FL | Aug 2010 - Jun 2014 | 3 |
- CA
- IL
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Total Assets Under Management8,580MILLIONS
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Total Number of Accounts12,561ACCOUNTS
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Average Account Value$683,047
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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