MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC of MARYSVILLE, OH is an SEC-registered investment adviser (CRD 328478). Regulatory assets under management: $112.8M.

Registration

Business model

Compensation: % of AUM, Other.

Officers, owners & control persons (14)

NameRoleLocation
Andrew C HarrisCHIEF COMPLIANCE OFFICER
James B CoxCHIEF EXECUTIVE OFFICER
Megan Mccarthy CollinsADVISOR
Tony Edward DaltonCHIEF OPERATING OFFICER
Mark Robert FinneyCHIEF COMPLIANCE OFFICER
Wesley Wayne BeanCHIEF INVESTMENT OFFICER
Ryan Edwin MickelsonADVISOR
FINNEY MARK ROBERTCHIEF COMPLIANCE OFFICER
COX JAMES BCHIEF EXECUTIVE OFFICER
COLLINS MEGAN MCCARTHYADVISOR
DALTON TONY EDWARDCHIEF OPERATING OFFICER
BEAN WESLEY WAYNECHIEF INVESTMENT OFFICER
MCCARTHY THOMAS ALLENOWNER
MICKELSON RYAN EDWINADVISOR

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