Michael McCarthy, financial advisor Hunt Valley MD

Michael McCarthy

CRD Number: 5835406
Current Firm: Financial Consulate

Michael McCarthy (CRD# 5835406) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry. Michael 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
The Financial Consulate Inc. Hunt Valley, MD Sep 2008 - Current 15

Michael McCarthy has no recent exams reported.
Contact Info for Michael P. McCarthy
Phone Number: 410-823-7283
Registered State(s):
  • FL
  • MD
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    590
    MILLIONS
  • Total Number of Accounts
    3,053
    ACCOUNTS
  • Average Account Value
    $193,247
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, DE, FL, MD, NC, NY, PA, SC, TX, VA

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