Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McCarthy is a financial advisor associated with Creative Planning. Robert has been in the industry since 2009. Robert holds licenses in Kansas and Texas. Robert has a Series 7, Series 6, and Series 63 licenses.
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.
1
2
KS
02/05/2019 - Present
Creative Planning (OVERLAND PARK KS)
KS
09/08/2009 - 01/19/2010
LPL FINANCIAL CORPORATION (LEAWOOD KS)
KS
01/05/2009 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (LEAWOOD KS)
BC
Issued 12/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Robert McCarthy is the right advisor for you? Invested Better is here to help.
