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Credentials
CFP®, Series 63, Series 65
Experience Industry experience
42 years
Location
Cape Charles, VA 23310
Private Advisor Group, LLC
Enterprise
Cathleen McCloy is a CFP® professional affiliated with Private Advisor Group, LLC, with 42 years of industry experience. She has worked at LPL Financial, LLC since 2000 and joined Private Advisor Group in 2019. Private Advisor Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model incorporating both discretionary and non-discretionary portfolio management, using a range of investment strategies and technology platforms.
Based on Private Advisor Group, LLC
Flat fee arrangements possible for certain services or periods, subject to negotiation.
$0 - 'level set in client agreement': Negotiated up to a maximum of 2.00% annually for non-wrap accounts $0 - 'level set in client agreement': Up to 2.25% annually for wrap accounts
Commissions charged on securities transactions if clients engage certain IARs in their capacity as registered representatives of LPL; Firm receives no part of these commissions.
Hourly fees for financial planning and consulting services, negotiable based upon scope of services.
Subscription-based payment plans available for financial planning and consulting services.
Minimum fee: The Firm does not generally require an annual minimum fee or asset level for investment advisory services, but can reduce its annual minimum fee or charge a lesser fee based on various criteria. Fee-only: Negotiable fees including fixed fees, hourly fees, or subscription-based payment plans for financial planning and consulting services.
Cape Charles, VA
4 Heron Ct
Cape Charles VA 23310
Advisors at this office
1
Texas · Virginia
42 years of industry experience
Private Advisor Group, LLC
2019 - Present • 7 years
Cape Charles, VA
LPL Financial, LLC (Formerly: LINSCO PRIVATE LEDGER)
2000 - Present • 26 years
Cape Charles, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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