John T. Mccarthy, LLC
John T. Mccarthy, LLC (CRD# 119933) is a financial advisory firm headquartered in Spokane, WA. They manage $81,417,000 in 521 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management81MILLION
Total Number of Accounts521ACCOUNTS
Average Account Value$156,271
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
ID, OH, WA
John McCarthy (CRD# 1867861) is an Investment Advisor Representative working at John T. Mccarthy, LLC in Spokane, WA and has 1 year of experience in the finance industry. John McCarthy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.