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John Timothy Carey

Eagle Point Securities LLC

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About John Timothy Carey

John Timothy Carey is a financial advisor with Eagle Point Securities LLC. John has been in the financial industry since March 2, 2007, working with individuals, families and institutions. John is a Series 7, Series 31 and Series 66 licensed advisor and is registered to sell securities in multiple states. John specializes in providing financial advice and investment services to clients.

Firm Information

John Carey is currently registered with Eagle Point Securities LLC. Eagle Point Securities LLC is a Limited Liability Company formed on November 29, 2022. They are registered with the SEC and all 50 states as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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John Carey’s Registration & Firm History

CT

04/19/2024 - Present

Eagle Point Securities LLC (Greenwich CT)

VA

10/27/2022 - 04/15/2024

WEALTHFORGE SECURITIES, LLC (RICHMOND VA)

UT

05/02/2022 - 10/15/2022

ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)

FL

01/29/2018 - 05/02/2022

INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)

CA

02/19/2015 - 01/02/2018

SELECT CAPITAL CORPORATION (LADERA RANCH CA)

PA

09/25/2014 - 02/19/2015

TD AMERITRADE, INC. (PHILADELPHIA PA)

PA

08/25/2010 - 03/07/2014

RESOURCE SECURITIES, INC. (PHILADELPHIA PA)

PA

09/03/2008 - 08/11/2010

WELLS FARGO ADVISORS, LLC (PHILADELPHIA PA)

PA

06/07/2006 - 08/18/2008

AMERIPRISE FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)

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Licenses & Designations

BOTH

Issued 10/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 06/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Timothy Carey.
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