Mccarthy & Cox Retirement & Estate Specialists LLC

Mccarthy & Cox Retirement & Estate Specialists LLC (CRD# 328478) is a financial advisory firm headquartered in Marysville, OH. They manage $571,369,577 in 2,004 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
127 W. 5th Street, Marysville, OH 43040
https://www.linkedin.com/company/mccarthy-cox
By the Numbers
  • Total Assets Under Management
    571
    MILLION
  • Total Number of Accounts
    2,004
    ACCOUNTS
  • Average Account Value
    $285,115
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, OH, SC, TN, TX

Financial Advisors at Mccarthy & Cox Retirement & Estate Specialists LLC
Showing 1 - 8 of 8 top financial advisors.
1
Wesley Bean, financial advisor Marysville OH
Wesley W. Bean
CRD#: 2795480
127 W. 5th Street, Marysville, OH 43040

Wesley Bean (CRD# 2795480) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 27 years of experience in the finance industry.

2
Megan Collins, financial advisor Marysville OH
Megan M. Collins
CRD#: 5160839
127 W. 5th Street, Marysville, OH 43040

Megan Collins (CRD# 5160839) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 11 years of experience in the finance industry.

3
James Cox, financial advisor Marysville OH
James B. Cox
CRD#: 4650773
127 W. 5th Street, Marysville, OH 43040

James Cox (CRD# 4650773) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 20 years of experience in the finance industry.

4
Mark Finney, financial advisor Marysville OH
Mark R. Finney
CRD#: 5036101
127 W. 5th Street, Marysville, OH 43040

Mark Finney (CRD# 5036101) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 18 years of experience in the finance industry.

5
Ryan Mickelson, financial advisor Marysville OH
Ryan E. Mickelson
CRD#: 5127583
127 W. 5th Street, Marysville, OH 43040

Ryan Mickelson (CRD# 5127583) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 17 years of experience in the finance industry.

6
Tony Dalton, financial advisor Marysville OH
Tony E. Dalton
CRD#: 2295472
127 W. 5th Street, Marysville, OH 43040

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.

7
Jonathan Lawrence, financial advisor Marysville OH
Jonathan W. Lawrence
CRD#: 6950177
127 W. 5th Street, Marysville, OH 43040

Jonathan Lawrence (CRD# 6950177) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 2 years of experience in the finance industry.

8
Quinn Mickelson, financial advisor Marysville OH
Quinn Mickelson
CRD#: 6958547
127 W. 5th Street, Marysville, OH 43040

Quinn Mickelson (CRD# 6958547) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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