William Kenneth Mccarthy
Professional Summary
William Kenneth Mccarthy, who also goes by Bill Kenneth Mccarthy, is a registered financial advisor currently at PARTNERS INVESTMENT SERVICES, INC located in Hudson, Ohio. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. William has worked at 6 firms and has passed the Series 65, Series 63, Series 62 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Kenneth Mccarthy
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Contact Information
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KEY INVESTMENT SERVICES LLC
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
BILL MCCARTHY & ASSOCIATES | WILLIAM KENNETH MCCARTHY | WILLIAM K. MCCARTHY | PERSONAL RETIREMENT PLANS | PARTNERS INVESTMENT SERVICES, INC. | PARTNERS INVESTMENT SERVICES, INC | MCCARTHY WILLIAM KENNETH
Contact Information
Main Address
2215 Devonshire Drive, Cleveland Heights, OH 44106Phone Number
(330) 656-5580# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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KEY INVESTMENT SERVICES LLC
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State Registrations and Notice Filings
(1/26/2007)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed Sep 1998Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1994About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view William Kenneth Mccarthy's CRS (Customer Relationship Summary).
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KEY INVESTMENT SERVICES LLC
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