Jim McCarthy
Analyst-Equity chez Capital Planning Advisors LLC
Postes actifs de Jim McCarthy
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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 | - |
| Gestionnaire de Portefeuille-Actions | 01/01/2017 | - |
Historique de carrière de Jim McCarthy
Anciens postes connus de Jim McCarthy
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/1996 | 30/03/2017 |
| President | 01/01/1996 | 30/03/2017 | |
| Responsable de la banque privée | 01/01/1996 | 30/03/2017 |
Formation de Jim McCarthy
| The University of Colorado | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 4 |
Opérationnelle
| Portfolio Manager-Equities | 2 |
| President | 1 |
| Head of Private Banking | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 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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