Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McCarthy is a financial advisor with over 20 years of experience in the industry. Timothy currently holds a Series 7, 24, and 66 licenses and is registered as an Investment Advisor Representative (IAR) in Connecticut. Timothy works at Paradigm Wealth Advisory, LLC, where he provides investment advisory services to individuals, families, and small businesses. Prior to joining Paradigm Wealth Advisory, LLC, Timothy was associated with Lincoln Financial Securities Corporation, US Wealth Advisors, LLC, and AIG Financial Advisors, Inc. Timothy's expertise lies in providing comprehensive financial planning services, including retirement planning, college savings, and estate planning. Timothy is also a certified financial planner (CFP®), which means he has met rigorous education and experience requirements and has passed a certification exam.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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CT
11/22/2023 - Present
Paradigm Wealth Advisory LLC (Avon CT)
CT
05/14/2009 - 12/03/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (AVON CT)
CT
01/10/2006 - 05/21/2009
U.S. WEALTH ADVISORS, LLC. (AVON CT)
CT
10/31/2005 - 12/31/2005
AIG FINANCIAL ADVISORS, INC. (AVON CT)
AZ
12/05/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
02/28/2000 - 12/10/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
TX
01/18/2000 - 02/28/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 01/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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