Heidi Mccarthy
Heidi Mccarthy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Schererville, IN, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
450 W. Lincoln Highway, Schererville, IN, 46375
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heidi works as a Service Associate for the Wealth Management division at First Financial Bank, dedicating about half of her time. She also works as a Sales Assistant to the Financial Advisor for Yellow Cardinal Brokerage Services, also dedicating about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations22 states
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