Megan Mccarthy Collins

Employer firm

Kintra Wealth, LLC CRD 299407

$1.50B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2010 → 09/2017
  Nationwide Investment Services Corporation
  Columbus, OH
• 09/2017 → Present
  Mccarthy & Cox Retirement & Estate Specialists
  Marysville, OH
• 09/2017 → 12/2023
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2017-11-22 → 2023-12-31
  Commonwealth Financial Network
  Marysville, OH
  Marysville, OH
  Dublin, OH
• 2013-03-06 → 2017-09-12
  Nationwide Investment Advisors, Llc
  Columbus, OH

Other Businesses

1. Fixed insurance sales, As of 12/30/2020; 5% time spent during business hours; Conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-12
• S63 Uniform Securities Agent State Law Examination
  2013-01-31

Designations

• Certified Financial Planner

Other Names

• Megan Elizabeth Mccarthy
• Megan Elizabeth Mccarthy