Carol
Mulcahy
Destiny Wealth Partners, LLC
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About this Advisor
Carol Mulcahy is a financial advisor who works in Tavares, Florida who has 3 years of industry experience. Mulcahy currently works for Destiny Wealth Partners, LLC. Their career trajectory has included roles at First Command Financial Planning, Inc, West Palm Beach Friends Of Fisher House, The Investment Counsel Company, Ruggie Wealth Management, Destiny Wealth Partners and Cwm, LLC Dba Carson Wealth. Mulcahy holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Destiny Wealth Partners, LLC is a company that has its headquarters in Tavares, FL. The investment advisory business has offices in four locations and a total of 21 employees. It handles $806 million in assets between its 2,805 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 2,805 accounts, 18% are held by high-net-worth investors who have at least $1 million in assets. Destiny Wealth Partners, LLC offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on the type of services provided. However, fee types charged by Destiny Wealth Partners, LLC can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Destiny Wealth Partners, LLC Brokerage Details
$805,805,266
21
2,805
$287,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Carol Mulcahy Work History
Carol has been registered as a financial advisor for 3 years.*
Destiny Wealth Partners
Ruggie Wealth Management
Cwm, LLC Dba Carson Wealth
First Command Financial Planning, Inc
The Investment Counsel Company
West Palm Beach Friends Of Fisher House
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carol Mulcahy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Destiny Wealth Partners, LLC
Tavares, FL
Tavares, FL
Tavares, FL
Tavares, FL
Tavares, FL
Tavares, FL
Tavares, FL
The Villages, FL
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