Jim McCarthy

Jim McCarthy

Analyst-Equity at Capital Planning Advisors LLC

100 connections

Finance

Consumer Services

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	01/01/2017	-
	Portfolio Manager-Equities	01/01/2017	-

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	01/01/1996	30/03/2017
	President	01/01/1996	30/03/2017
	Head of Private Banking	01/01/1996	30/03/2017

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

Finance

Finance

See company connections

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