Michael McCarthy (CRD# 5931807) is an Investment Advisor Representative working at Neville Wealth Management in Frankfort, MI and has over 2 years of experience in the finance industry.
CRD# 2840647
Transamerica Retirement Advisors, LLC
CRD# 1392586
Wealth Management Partners LLC
CRD# 6862790
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Neville Wealth Management | Frankfort, MI | Sep 2021 - Current | 2 |
| Momo Financial, Inc. | Chicago, IL | Nov 2019 - Current | 4 |
| Bank Of Ann Arbor | Ann Arbor, MI | Apr 2018 - Sep 2021 | 3 |
| Raymond James Financial Services, Inc. | Ann Arbor, MI | Feb 2018 - Apr 2018 | < 1 |
| Raymond James Financial Services, Inc. | Ann Arbor, MI | Jul 2015 - Feb 2018 | 2 |
| Unemployment | Northville, MI | Mar 2015 - Jul 2015 | < 1 |
| Plante Moran Financial Advisors | Southfield, MI | Jul 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- MI
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$380,386
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
MI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.