Kelly McCarthyCRD Number: 4573558
Current Firm: Edward Jones
Kelly McCarthy (CRD# 4573558) is an Investment Advisor Representative working at Edward Jones in Janesville, WI and has over 15 years of experience in the finance industry.
Lpl Financial LLC
Bmo Asset Management Corp.
|Edward Jones||St. Louis, MO||Aug 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)