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
Eagle Strategies LLC
1st Global Advisors Inc.
|Adviseme National Advisors||Greenville, SC||Aug 2014 - Current||2|
|Independent Financial Group LLC||Greenville, SC||Jul 2014 - Current||2|
|Cambridge Financial And Insurance Group||Greenville, SC||Oct 2009 - Current||7|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.