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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darsi? Claim Your ProfileDarsi McCarthy is an investment advisor representative at Creative Planning. Darsi McCarthy is registered to provide investment advice in Florida and Texas. Darsi McCarthy has been with Creative Planning since October 2011. Prior to this, Darsi McCarthy was employed by Charles Schwab & Co., INC., Morgan Stanley DW INC., A. G. EDWARDS & SONS, INC., MONY SECURITIES CORP., TITAN/VALUE EQUITIES GROUP, INC., THOMSON MCKINNON SECURITIES INC., and DERAND INVESTMENT CORPORATION OF AMERICA. Darsi McCarthy is also a registered principal. Darsi McCarthy holds the following securities licenses: Series 7, Series 10, Series 9, Series 31 and Series 63 and Series 66. Darsi McCarthy specializes in retirement planning, estate planning, insurance planning, college planning, and tax planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
02/06/2019 - Present
Creative Planning (OVERLAND PARK KS)
KS
11/19/2003 - 10/13/2010
CHARLES SCHWAB & CO., INC. (OVERLAND PARK KS)
NY
06/02/2003 - 10/29/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
05/16/1996 - 05/16/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
03/14/1995 - 06/04/1996
MONY SECURITIES CORP. (NEW YORK NY)
CA
10/14/1994 - 03/03/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
03/24/1987 - 09/14/1987
THOMSON MCKINNON SECURITIES INC.
NA
03/24/1987 - 05/20/1987
DERAND INVESTMENT CORPORATION OF AMERICA
BOTH
Issued 05/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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