James
Mccarthy
The Clarus Group
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About this Advisor
James Mccarthy is a financial advisor based in Houston, Texas, working with The Clarus Group. James has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, The Noble Group, The Clarus Group, Inc, and Kingswood Capital Partners, LLC. James has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, James is part of The Clarus Group, which operates out of Houston, Texas. The firm has 3 offices and 14 employees. The firm manages assets totaling $798.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at The Clarus Group includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Clarus Group Brokerage Details
$797,968,022
14
1,680
$474,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
James Mccarthy Work History
Kingswood Capital Parnters, LLC
The Clarus Group, Inc
Raymond James Financial Services,Inc
Raymond James Financial Services Advisors Inc
The Noble Group
Disclosures
Please visit the SEC profile of James Mccarthy 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 The Clarus Group
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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