Joseph Arthur Mccarthy

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX
• 08/2019 → Present
  Charles Schwab & Co., Inc.
  Carrollton, TX
• 11/2013 → 07/2019
  Wholefoods Market
  Highland Village, TX

Other Businesses

1) Better Insights Plus | Investment Related:No|Other|Numerologist|5/1/2019|Less than 20|2|I study a person's name and date of birth to determine certain personality characteristics that are inherent to them. I teach others the lessons they are meant to learn and help to pinpoint any blind-spots that are holding them back from becoming their best selves., 2) Multipure | Investment Related:No|Food/Beverage Production|Sales Rep|4/30/2024|Less than 20|1|I promote Multipure products which are water filtration products that are purchased online. , 3) Enagic | Investment Related:No|Food/Beverage Production|Sales Rep|4/30/2024|Less than 20|1|I sell kangen water machines. They are water ionizer machines for home use.

Exams

• S66 Uniform Combined State Law Examination
  2026-05-30
• S63 Uniform Securities Agent State Law Examination
  2020-05-15

Other Names

• Joseph A Mccarthy
• Joe A Mccarthy
• Joe Mccarthy