Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge McCarthy IV is an investment advisor representative at Capsouth Wealth Management. George has been with Capsouth Wealth Management since October 2011 and is a registered investment advisor in Alabama. George has a Series 65 license and is licensed to provide financial planning, pension consulting, and educational seminars. George focuses on managing portfolios for individuals, businesses, and pension and profit-sharing plans.
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.
Consulting
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.
Percentage of net worth
1
2
AL
03/21/2012 - Present
Capsouth Wealth Management (DOTHAN AL)
IA
Issued 03/20/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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