Douglas McCarthyCRD Number: 3021784
Current Firm: Adviseme National Advisors
Douglas McCarthy (CRD# 3021784) is an Investment Advisor Representative working at Adviseme National Advisors in Greenville, SC and has over 9 years of experience in the finance industry.
Cetera Advisor Networks LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eagle Strategies LLC
|Adviseme National Advisors||Greenville, SC||Aug 2014 - Current||3|
|Independent Financial Group LLC||Greenville, SC||Jul 2014 - Current||3|
|Cambridge Financial And Insurance Group||Greenville, SC||Oct 2009 - Current||8|
|Financial Telesis Inc.||San Rafael, CA||Nov 2012 - Jul 2014||1|
|Lincoln Financial Securities Corporation||Greenville, SC||Nov 2009 - Nov 2012||3|
|Lincoln Financial Advisors Corp||Fort Wayne, IN||Jun 2008 - Nov 2009||1|
|Nylife Securities LLC||Greenville, SC||May 2008 - Jun 2008||< 1|
|New York Life Insurance Co||Greenville, SC||Dec 2006 - Jun 2008||1|
|Self-employed||Simpsonville, SC||Mar 2003 - Dec 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2008|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
Total Assets Under Management912MILLIONS
Total Number of Accounts2,533ACCOUNTS
Average Account Value$359,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, FL, GA, IL, IN, KS, MI, MN, MS, NY, OH, PA, PR, SC, TN, TX, VA, WI
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