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KM

Karen R. Mccarthy

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CRD#: 860218
KM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Karen Ruth Mccarthy, who also goes by Karen Luthy Beardsley, Karen Ruth Beardsley, Karen Mccarthy Luthy, was a registered financial professional .

Karen is a previously registered financial professional and started their career in finance in 1978. Karen had worked at 7 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Karen Luthy Beardsley | Karen Ruth Beardsley | Karen Mccarthy Luthy

Other business activities


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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 13, 2005 - December 9, 2015

PHENOMENOLOGY, LLC DBA MCCARTHY GROUP INTERNATIONAL, LLC

RIA
CRD#: 137670
DURANGO, CO
Past

June 21, 2001 - June 3, 2005

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
DURANGO, CO
Past

September 8, 2000 - June 3, 2005

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

March 6, 1997 - April 6, 1999

UST SECURITIES CORP.

BD
CRD#: 13906
STAMFORD, CT
Past

January 16, 1991 - August 28, 1992

BARRINGER RYAN VANCE, INC.

BD
CRD#: 22756
Past

June 24, 1982 - July 29, 1988

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

February 2, 1982 - May 26, 1982

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

December 1, 1978 - January 26, 1982

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/30/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 3/30/2001
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


PD
PHENOMENOLOGY, LLC DBA MCCARTHY GROUP INTERNATIONAL, LLC
MCCARTHY GROUP INTERNATIONAL | PHENOMENOLOGY, LLC DBA MCCARTHY GROUP INTERNATIONAL, LLC | PHENOMENOLOGY, LLC DBA MCCARTHY GROUP INTERNATIONAL, LLC | PHENOMENOLOGY, LLC

CRD#: 137670 / SEC#:

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Contact information


Main Address
Durango, CO
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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.

Company Information


PHENOMENOLOGY, LLC DBA MCCARTHY GROUP INTERNATIONAL, LLC

CRD#: 137670

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