Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
22 years
Location
Walterboro, SC 29488
Eagle Strategies (NY Life)
Enterprise
Thomas Mccarty is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including roles at NYLife Securities and New York Life since 2004, and has also been involved with Waterline Wealth, LLC and Williamson McCarty and Associates, LLC. He serves as a board member of the Charleston Athletic Fund, which supports scholarships for student-athletes at the College of Charleston. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad client base including individuals, defined contribution and defined benefit plans, charitable, and corporate clients. The firm emphasizes tailored advice and delivers solutions through various program types, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Walterboro, SC
800 A N Jefferies Blvd
Walterboro SC 29488
Advisors at this office
1
South Carolina
22 years of industry experience
Waterline Wealth, LLC
2026 - Present • 1 year
Walterboro, SC
Eagle Strategies LLC
2022 - Present • 4 years
Walterboro, SC
Williamson McCarty and Associates, LLC
2014 - 2026 • 12 years
Walterboro, SC
NYLife Securities
2004 - Present • 22 years
Charleston, SC
New York life
2004 - Present • 22 years
Charleston, SC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 66
Walterboro, SC
Edward Jones
Lorann Cook is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020. Prior to her current role, she worked at Ulta Beauty and was involved with small business ventures in event planning and catering. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with over 23,000 financial advisors and manages approximately $1.01 trillion in assets.
CFP®, Series 63, Series 66
Walterboro, SC
Edward Jones
James William Nolte is a CFP® certificant with over 23 years of industry experience, all of which have been with Edward Jones since 2002. He is based in Walterboro, SC. Outside of his advisory work, Nolte is involved in a musical performance group as a co-band leader. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.
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