John McCartin (CRD# 1634978) is an Investment Advisor Representative working at Sound Income Strategies, LLC in San Diego, CA and has over 24 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sound Income Strategies, LLC | New York, NY | Mar 2015 - Current | 9 |
| Mccartin And Associates | San Diego, CA | Oct 2007 - Current | 16 |
| Harvest Financial Group LLC | Richmond, VA | Sep 2016 - Jul 2017 | < 1 |
| Mccartin Financial | San Diego, CA | Dec 2010 - Sep 2016 | 5 |
| Sound Income Strategies, LLC | New York, NY | Jan 2015 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management2,669MILLIONS
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Total Number of Accounts20,938ACCOUNTS
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Average Account Value$127,465
- 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 investment companies (as well as "business development companies")
- Educational seminars/workshops
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