AUMdb
MD

Mccarthy, Diane Mulherrin

CRD 4923328

Firms

No current firm registrations on file.

Ownership stakes

  • Lincoln Investment Planning, Llc
    Executive Vice President/Chief Financial Officer/Principal Financial Officer/Elected Manager · Less than 5% · Nov 2024
  • Capital Analysts, Llc
    Elected Manager, Executive Vice President And Chief Financial Officer (Treasurer) · Less than 5% · Nov 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗