CM
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Cheryl Lynn Mccarthy

22 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
24,542 clients
Average Client Portfolio
$267K average
Assets Under Management
$6.6B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

2144 Seven Springs Blvd., New Port Richey, FL, 34655

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History

Regulatory History (1)
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Regulatory
December 2016
Final
Other Business ActivitiesSells Insurance

Cheryl operates as a sole proprietor under the name Common Cents Tax and Financial Services, offering fixed insurance and physical gold & silver sales, and CommonCents Tax and Accounting Services, Inc, providing accounting and tax services. She also works as a sub-contractor providing legal services. The insurance and gold/silver sales take a few hours per week, while the other businesses take about a third of her time.

Employment History
Current Registrations
Gradient Investments, LLC
October 2024 - Present · 1 yr 4 mos
Commoncents Wealth Advisors, LLC
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Gradient Securities, LLCBroker
August 2013 - December 2018 · 5 yrs 4 mos
Ssn Advisory, INC.
March 2011 - August 2013 · 2 yrs 5 mos
Securities Service Network, INC.Broker
January 2011 - August 2013 · 2 yrs 7 mos
Asset & Financial Planning, LTD
January 2007 - January 2011 · 4 yrs
Prime Capital Services, INC.Broker
January 2007 - January 2011 · 4 yrs
Ing Financial Partners, INC
May 2006 - February 2007 · 9 mos
Ing Financial Partners, INC.Broker
February 2004 - February 2007 · 3 yrs
Gunnallen Financial, INCBroker
October 2002 - May 2003 · 7 mos
1st Discount Brokerage, INC.Broker
July 2002 - September 2002 · 2 mos
American General Financial Advisors, INC.Broker
May 2001 - June 2001 · 1 mo
The Variable Annuity Marketing CompanyBroker
May 2001 - June 2001 · 1 mo
State Registrations4 states
FLNCTNTX
Advisor
Exams
No exam information available for this advisor.
Cheryl Lynn Mccarthy - Financial Advisor | TrueAdvisor