Joseph
Mccarthy

Woodbury Financial Services, Inc

CRD#5211123
Investment Advisor
in Chesterfield, MO

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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

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

15450 S Outer Forty Dr Ste 250
Chesterfield, MO 63017

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

MO Average: $5,289,111,388
Total Number of Employees

3,216

MO Average: 157
Total Number of Accounts

91,382

MO Average: 8,262
Average Account Size

$233,575

MO Average: $640,173

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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.

2012 - Present (10 years)

Woodbury Financial Services, Inc

Disclosures

Joseph Mccarthy has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Anoput Phimmasone
Reston, VA
Brent Deuel
Clarkston, MI
Jonathan Harris
Brighton, MI
David Paulson
Tulsa, OK
Jeri Barrientos
Tulsa, OK
Todd Dekellis
Rocklin, CA
Elizabeth Miller
Carmel, IN
Grant Messner
Lees Summit, MO

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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