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MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
MARYSVILLE, Ohio
·
7 registered advisors
·
CRD# 328478
SEC# 801-128995
0
937-644-0351
01
Firm Overview
AUM
$571M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
7 registered advisors
James B Cox
MARYSVILLE, Ohio
CRD# 4650773
Mark Robert Finney
MARYSVILLE, Ohio
CRD# 5036101
Megan Mccarthy Collins
MARYSVILLE, Ohio
CRD# 5160839
Ryan Edwin Mickelson
MARYSVILLE, Ohio
CRD# 5127583
Thomas Allen Mccarthy
MARYSVILLE, Ohio
CRD# 3185284
Tony Edward Dalton
MARYSVILLE, Ohio
CRD# 2295472
Wesley Wayne Bean
MARYSVILLE, Ohio
CRD# 2795480
05
Office Locations
MARYSVILLE, Ohio
7 advisors
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Data sourced from SEC Form ADV filings. MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC (CRD# 328478) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.