Joshua Mccarthy is a registered investment advisor at Pacer Advisors, INC., based in De Witt, MI, with 9 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $46B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
23 advisors
IM Fee
Planning only
Assets Under Management
$46.1B
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Location
De Witt, MI
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pacer Advisors, INC.
October 2025 - Present · 6 mos
Pacer Financial, INC.
October 2025 - Present · 6 mos
Pacer Financial, INC.Broker
October 2025 - Present · 6 mos
Previous Registrations
Lifepoint Planning
March 2025 - September 2025 · 6 mos
Russell Investments
November 2023 - April 2025 · 1 yr 5 mos
Russell Investments Financial Services, LLCBroker
November 2022 - April 2025 · 2 yrs 5 mos
Jackson National Life Distributors LLCBroker
July 2016 - October 2022 · 6 yrs 3 mos
State Registrations2 states
MIPA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.