Tony Dalton (CRD# 2295472) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 31 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mccarthy & Cox | Marysville, OH | May 2017 - Current | 7 |
| Commonwealth Financial Network | Waltham, MA | Mar 2021 - Dec 2023 | 2 |
| Commonwealth Financial Network | Waltham, MA | May 2017 - Mar 2021 | 3 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - May 2017 | < 1 |
| Msi Financial Inc. | Charlotte, NC | Jul 2016 - May 2017 | < 1 |
| Metlife Securities | Nashville, TN | Feb 2000 - Jul 2016 | 16 |
| Metropolitan Life Insurance Company | Nashville, TN | Feb 2000 - Jul 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
- OH
- TX
-
Total Assets Under Management571MILLIONS
-
Total Number of Accounts2,004ACCOUNTS
-
Average Account Value$285,115
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, IN, OH, SC, TN, TX
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