Megan McCarthy, financial advisor Chicago IL

Megan McCarthy

CRD Number: 6889282
Current Firm: The Mather Group, LLC

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.

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Professional Designations
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

Megan McCarthy has no recent exams reported.
Contact Info for Megan E. McCarthy
Phone Number: 630-537-1078
Registered State(s):
  • CA
  • IL
By the Numbers
  • Total Assets Under Management
    8,580
    MILLIONS
  • Total Number of Accounts
    12,561
    ACCOUNTS
  • Average Account Value
    $683,047
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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