Unclaimed Profile

Wesley Wayne Bean

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC·MARYSVILLE, Ohio

SIE, Series 4, Series 6, Series 7, Series 24, Series 27, Series 31, Series 51, Series 52TO, Series 53, Series 63, Series 65, Series 99TOCFAClean record24 years registeredMCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC

127 W. 5TH STREET, MARYSVILLE, OH 43040CRD# 2795480Firm CRD# 328478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wesley Wayne Bean · MARYSVILLE, OH

Registration

CRD #2795480 · MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC · 24 years registered

Brand Profile

Not yet started

Career History

KINTRA WEALTH, LLC

Jan 2026 – present

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC

Dec 2023 – present

COMMONWEALTH FINANCIAL NETWORK

Jun 2016 – Dec 2023

MARYSVILLE, OH

NATIONWIDE SECURITIES, LLC

Aug 2008 – Mar 2016

COLUMBUS, OH

1717 CAPITAL MANAGEMENT COMPANY

Nov 2005 – Aug 2008

SALISBURY, NC

CARROLL FINANCIAL ASSOCIATES INC

Dec 2001 – Aug 2004

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 27

Series 31

Series 51

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · December 17, 2001

Years registered · 24

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC

CRD 328478 · SEC 801-128995

AUM

$571M

Regulatory assets under management

Employees

2,004 client accounts

Services offered by MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC →

Introduction

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Frequently Asked Questions

What services does Wesley Wayne Bean offer?

Wesley Wayne Bean specializes in Financial Planning, Investment Management. Contact their office in MARYSVILLE, Ohio for a consultation.

What are Wesley Wayne Bean's credentials?

Wesley Wayne Bean holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Wesley Wayne Bean located?

Wesley Wayne Bean is based in MARYSVILLE, Ohio, working with MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC. Their office serves clients in the MARYSVILLE metropolitan area and surrounding communities.

How does Wesley Wayne Bean charge for services?

Wesley Wayne Bean'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 MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC?

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC has approximately 20 employees and manages $571M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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