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Blair Mason Mccarthy

FPC INVESTMENT ADVISORY, INC.·PETALUMA, California
Clean recordFPC INVESTMENT ADVISORY, INC.
1465 NORTH MCDOWELL BLVD, PETALUMA, CA 94954CRD# 1023944Firm CRD# 122728

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Blair Mason Mccarthy · PETALUMA, CA
Registration
CRD #1023944 · FPC INVESTMENT ADVISORY, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Blair Mason Mccarthy is a registered financial advisor based in PETALUMA, California, affiliated with FPC INVESTMENT ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FPC INVESTMENT ADVISORY, INC.
FPC INVESTMENT ADVISORY, INC.
AUM
$297M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FPC INVESTMENT ADVISORY, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1023944
Firm CRD# 122728
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Blair Mason Mccarthy offer?
Blair Mason Mccarthy specializes in Financial Planning, Investment Management. Contact their office in PETALUMA, California for a consultation.
What are Blair Mason Mccarthy's credentials?
Blair Mason Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Blair Mason Mccarthy located?
Blair Mason Mccarthy is based in PETALUMA, California, working with FPC INVESTMENT ADVISORY, INC.. Their office serves clients in the PETALUMA metropolitan area and surrounding communities.
How does Blair Mason Mccarthy charge for services?
Blair Mason Mccarthy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FPC INVESTMENT ADVISORY, INC.?
FPC INVESTMENT ADVISORY, INC. has approximately 5 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FPC INVESTMENT ADVISORY, INC.

Bijan Golkar
PETALUMA, CA
Sandra Baseman Keene
PETALUMA, CA
Tyler Louis Schalch
PETALUMA, CA

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