Joseph
Mccarthy
Woodbury Financial Services, Inc
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About this Advisor
Joseph Mccarthy is a financial advisor working out of Chesterfield, Missouri, who has been in the industry for 10 years. Mccarthy is an employee of Woodbury Financial Services, Inc. They have spent their complete time as a financial advisor at Woodbury Financial Services, Inc. Mccarthy has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Missouri. Woodbury Financial Services, Inc is an advisory company headquartered in Chesterfield, Missouri. The company has offices in 837 locations and a total of 3,216 advisors. It has $21 billion in assets between its 91,382 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 172 charities and foundations. Of its 91,382 client accounts, 18% are associated with high-net-worth investors who have at least $1 million in investable assets. Woodbury Financial Services, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on the services provided. However, fee types charged by Woodbury Financial Services, Inc likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$21,344,571,679
3,216
91,382
$233,575
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joseph Mccarthy Work History
Joseph has 10 years of experience.
Woodbury Financial Services, Inc
Disclosures
Joseph Mccarthy has disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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