Jolie McCarthy, financial advisor Corning NY

Jolie McCarthy

CRD Number: 6171720
Current Firm: Socha Financial Group, LLC

Jolie McCarthy (CRD# 6171720) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has 1 year of experience in the finance industry. Jolie 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
Socha Financial Group Corning, NY Feb 2011 - Current 13

Jolie McCarthy has no recent exams reported.
Contact Info for Jolie McCarthy
Phone Number: 607-962-0605
Firm Website: http://www.nsocha.com
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    354
    MILLIONS
  • Total Number of Accounts
    754
    ACCOUNTS
  • Average Account Value
    $469,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, CT, FL, KY, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA

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