Brian McCarty, financial advisor Copley OH

Brian McCarty

CRD Number: 4831489
Current Firm: Thrivent Investment Management Inc.

Brian McCarty (CRD# 4831489) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Copley, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Oct 2004 - Current 19
Thrivent Investment Management Inc. Copley, OH Jul 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2017
S65 NASAA Investment Advisors Law Examination Jan 2018
Contact Info for Brian W. McCarty
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    12,490
    MILLIONS
  • Total Number of Accounts
    40,990
    ACCOUNTS
  • Average Account Value
    $304,709
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, WY

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