Douglas McCarthy (CRD# 3021784) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greenville, SC and has over 15 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6162753
Brookstone Wealth Advisors, LLC
CRD# 5633227
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2023 - Current | < 1 |
| Triad Advisors, Inc. | Norcross, GA | Apr 2017 - Sep 2023 | 6 |
| Retirement Partner Advisors | Greenville, SC | Feb 2017 - Sep 2023 | 6 |
| Resources Investment Advisors, Inc. | Overland Park, KS | Feb 2017 - Sep 2023 | 6 |
| Adviseme National Advisors | Greenville, SC | Aug 2014 - Mar 2017 | 2 |
| Independent Financial Group LLC | Greenville, SC | Jul 2014 - Jan 2017 | 2 |
| Cambridge Financial And Insurance Group | Greenville, SC | Oct 2009 - Nov 2015 | 6 |
| Financial Telesis Inc. | San Rafael, CA | Nov 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
- SC
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Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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, WY
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