Mary McCarthyCRD Number: 6088830
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Mary McCarthy (CRD# 6088830) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Plano, TX and has over 4 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Plano, TX||Jul 2013 - Current||3|
|Fidelity Investments||Westlake, TX||Jun 2012 - Jun 2013||1|
|Ut Arlington||Arlington, TX||Apr 2012 - May 2012||< 1|
|University Of Texas||Arlington, TX||Jan 2009 - May 2012||3|
|Belk||Flower Mound, TX||Mar 2011 - Apr 2012||1|
|Ut Arlington||Arlington, TX||Nov 2010 - Mar 2011||< 1|
|Yogurt Story||Flower Mound, TX||Jul 2010 - Nov 2010||< 1|
|Ut Arlington||Arlington, TX||Mar 2010 - Jul 2010||< 1|
|Blockbuster||Flower Mound, TX||Nov 2009 - Mar 2010||< 1|
|Ut Austin||Austin, TX||Jun 2008 - Nov 2009||1|
|University Of Texas||Austin, TX||Aug 2008 - Dec 2008||< 1|
|Lisd Extended School Day||Highland Village, TX||Aug 2007 - Jun 2008||< 1|
|Marcus High School||Flower Mound, TX||Aug 2004 - Jun 2008||3|
|Philly Connection||Flower Mound, TX||Jun 2006 - Mar 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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