Christian Mouser (CRD# 5431809) is an Investment Advisor Representative working at Mccarthy Wealth & Tax Advisors in Springboro, OH and has over 16 years of experience in the finance industry. Christian Mouser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1562156
Horter Investment Management, LLC
CRD# 4749092
Charles Schwab & Company, Inc.
CRD# 5944997
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mccarthy Tax Services, LLC | Springboro, OH | Sep 2006 - Current | 17 |
| Wealth Advisors, LLC | Springboro, OH | Sep 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- OH
-
Total Assets Under Management133MILLIONS
-
Total Number of Accounts689ACCOUNTS
-
Average Account Value$193,362
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, OH, PA, TX
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