Burkley McCarthy, financial advisor Evansville IN
93 score

Burkley McCarthy

CRD Number: 1858083
Current Firm: Raymond James & Associates, Inc.

Burkley McCarthy (CRD# 1858083) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Evansville, IN and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Evansville, IN Oct 2014 - Current 2
Citigroup Global Markets Inc. Evansville, IN May 1992 - Current 24
Morgan Stanley Smith Barney Evansville, IN Jun 2009 - Oct 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
Contact Info for Burkley F. McCarthy
Phone Number: 727-567-1000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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