Robert McCartyCRD Number: 6463096
Current Firm: Warren Financial Service
Robert McCarty (CRD# 6463096) is an Investment Advisor Representative working at Warren Financial Service in Kennesaw, GA and has over 7 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Technology Ventures Corporation||Albuquerque, NM||Jul 2014 - Current||8|
|Technology Ventures Corporation||Albuquerque, NM||Jan 2011 - Jul 2014||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2015|
Total Assets Under Management366MILLIONS
Total Number of Accounts363ACCOUNTS
Average Account Value$1,007,111
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DE, FL, GA, NC, NJ, NY, PA, SC, TX, VA
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