Joseph McCarthy, financial advisor Hingham MA

Joseph McCarthy

CRD Number: 1017415
Current Firm: Afg Fiduciary Services

Joseph McCarthy (CRD# 1017415) is an Investment Advisor Representative working at Afg Fiduciary Services in Hingham, MA and has over 42 years of experience in the finance industry. Joseph 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
Afg Fiduciary Services Limited Partnership Hingham, MA Dec 2020 - Current 3
Purshe Kaplan Sterling Investments, Inc. Albany, NY Dec 2020 - Current 3
Wells Fargo Advisors Financial Network, LLC Hingham, MA Oct 2015 - Dec 2020 5
Raymond James Financial Services, Inc. Hingham, MA Jan 2010 - Oct 2015 5
Raymond James Financial Service Advisors, Inc. Hingham, MA Jan 2010 - Oct 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1982
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph W. McCarthy
Phone Number: (781) 741-2540
Firm Website: https://afgfiduciary.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    213
    MILLIONS
  • Total Number of Accounts
    414
    ACCOUNTS
  • Average Account Value
    $515,135
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

FL, MA, ME, NH, TX

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