Mark Robert Finney
Chief Compliance OfficerMcCarthy & Cox Retirement & Estate Specialists LLCCRD 5036101
About Mark Robert Finney
Mark Robert Finney is listed as Chief Compliance Officer at McCarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of McCarthy & Cox Retirement & Estate Specialists LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Mark Robert Finney work?
Mark Robert Finney is listed as Chief Compliance Officer at McCarthy & Cox Retirement & Estate Specialists LLC on SEC Form ADV.
How much of McCarthy & Cox Retirement & Estate Specialists LLC does Mark Robert Finney own?
Form ADV reports a beneficial ownership band of 10-25%.
McCarthy & Cox Retirement & Estate Specialists LLC
| Title | Chief Compliance Officer |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2021 |