Brian Mccarthy, Cfp® Crps® Email & Phone Number

For nearly two decades, I have focused my career on managing, developing, and empowering sales professionals. Certified Financial Planner (CFP®), Chartered Retirement Plan Specialist (CRPS®), FINRA Series 7, 66, 24, 9, and 10, Life, Accident & Health, and Long-term Care Insurance licensed. Bachelor's in Finance Fairleigh Dickinson University Madison, New JerseyBrian McCarthy is a Registered Representative and Investment Adviser Representative of/ and offers securities and investment advisory services solely through Equity Services, Inc., Member FINRA/SIPC, 421 Troy Schenectady Rd, Latham, NY 12110, 518-608-4608. Thoroughbred Advisors, LLC is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.Brian McCarthy is licensed to sell securities in NY, CA, CT, DC, FL, GA, MD, MA, MI, NJ, OH, PA and insurance-licensed in NY, CA, CT, DC, FL, GA, MD, MA, MI, NJ, NV, OH, PA, TX, WA.CA Insurance License # 4335265An “endorsement” of this individual is not a referral of him for investment advisory services and may not reflect others’ views or experience. TC139478(0224)3

Listed skills include Series 7, Mutual Funds, Wealth Management, Asset Allocation, and 46 others.