Joseph Benedict Mccarthy
Professional Summary
Joseph Benedict Mccarthy is a registered financial advisor currently at KINGSGROVE MANAGEMENT, LLC located in Camarillo, California. Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Joseph has worked at 3 firms and has passed the Series 65, Series 66, Series 3, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
KINGSGROVE MANAGEMENT, LLC | MG MANAGEMENT, LLC | MG MANAGEMENT OF CALIFORNIA, LLC
Contact Information
Main Address
1200 Paseo Camarillo, #150, Camarillo, CA 93010Phone Number
(310) 746-7110# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
8AUM (Assets Under Management)
$6,113,087Similar Advisors
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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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State Registrations and Notice Filings
(5/2/2017)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Joseph Benedict Mccarthy's CRS (Customer Relationship Summary).
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