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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Gilman McCarthy is a financial advisor currently registered with Osaic Wealth, Inc. located in HUNT VALLEY, MD. John Gilman McCarthy has been working in the financial services industry since 1994. John Gilman McCarthy is also registered in 32 states as a broker and in 2 states as an investment advisor representative. In addition to Osaic Wealth, Inc., John Gilman McCarthy has previously been associated with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. John Gilman McCarthy's qualifications include passing the Series 6, 7, 63, and 65 exams.
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
MD
01/24/2025 - Present
Osaic Wealth, Inc. (HUNT VALLEY MD)
MD
05/20/1994 - 04/21/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (LUTHERVILLE MD)
IA
Issued 05/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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