Jeffery McCarty, financial advisor Santa Clarita CA
64 score

Jeffery McCarty

CRD Number: 6363705
Current Firm: Virtue Capital Management, LLC

Jeffery McCarty (CRD# 6363705) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Santa Clarita, CA and has over 2 years of experience in the finance industry.

Similar Advisors
Leighann Miko, financial advisor Santa Clarita CA
Leighann Miko
CRD# 6093393
Cg Financial Services
Score
106
Similar Advisors
Brandon Averill, financial advisor Santa Clarita CA
Brandon L. Averill
CRD# 5781614
Penniall & Associates
Score
103
Similar Advisors
Bonar Chhay, financial advisor Santa Clarita CA
Bonar Chhay
CRD# 5037260
Felicitas Investors LLC
Score
103
Company Name Location Dates Years
Virtue Capital Management, LLC Nashville, TN Jan 2016 - Current < 1
Jeff Mccarty Insurance Services Acton, CA Aug 1997 - Current 19
Redhawk Wealth Advisors, Inc. Minneapolis, MN Jun 2014 - Dec 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Jeffery I. McCarty
Phone Number: 615-340-0801
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    1,690
    ACCOUNTS
  • Average Account Value
    $57,513
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, MD, ME, MN, MO, NC, NE, NH, NJ, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
64

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.