Jim McCarthy
Analyst-Equity presso Capital Planning Advisors LLC
Posizioni attive di Jim McCarthy
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Capital Planning Advisors LLC
 Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | Analyst-Equity | 01/01/2017 | - |
| Gestore di Portafoglio-Azioni | 01/01/2017 | - |
Storia della carriera di Jim McCarthy
Precedenti posizioni note di Jim McCarthy
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Legacy Capital Management, Inc.
 Legacy Capital Management, Inc. Investment ManagersFinance Founded in 1993 by Joe Milam, Legacy Capital Management, Inc. is a registered investment advisor located in Roseville, California. | Gestore di Portafoglio-Azioni | 01/01/1996 | 30/03/2017 |
| Presidente | 01/01/1996 | 30/03/2017 | |
| Responsabile della banca privata | 01/01/1996 | 30/03/2017 |
Formazione di Jim McCarthy
| The University of Colorado | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Portfolio Manager-Equities | 2 |
| President | 1 |
| Head of Private Banking | 1 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
Legacy Capital Management, Inc.
Legacy Capital Management, Inc. Investment ManagersFinance Founded in 1993 by Joe Milam, Legacy Capital Management, Inc. is a registered investment advisor located in Roseville, California. | Finance |
Capital Planning Advisors LLC
Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | Finance |
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