Jim McCarthy
Analyst-Equity at Capital Planning Advisors LLC
Jim McCarthy active positions
Companies | Position | Start | End |
---|---|---|---|
Capital Planning Advisors LLC
Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | Analyst-Equity | 2016-12-31 | - |
Portfolio Manager-Equities | 2016-12-31 | - |
Career history of Jim McCarthy
Former positions of Jim McCarthy
Companies | Position | Start | End |
---|---|---|---|
Legacy Capital Management, Inc.
Legacy Capital Management, Inc. Investment ManagersFinance Founded in 1993 by Joe Milam, Legacy Capital Management, Inc. is a registered investment advisor located in Roseville, California. | Portfolio Manager-Equities | 1995-12-31 | 2017-03-29 |
President | 1995-12-31 | 2017-03-29 | |
Head of Private Banking | 1995-12-31 | 2017-03-29 |
Training of Jim McCarthy
The University of Colorado | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Portfolio Manager-Equities | 2 |
President | 1 |
Head of Private Banking | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Legacy Capital Management, Inc.
Legacy Capital Management, Inc. Investment ManagersFinance Founded in 1993 by Joe Milam, Legacy Capital Management, Inc. is a registered investment advisor located in Roseville, California. | Finance |
Capital Planning Advisors LLC
Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | Finance |
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