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Palmer Gregory McCarthy

Investment Adviser Representative at Cambridge Investment Research Advisors, Inc.

Greenville, SCCRD #7938326Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Palmer Gregory McCarthy is an investment adviser representative with Cambridge Investment Research Advisors, Inc. in Greenville, SC, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in South Carolina.

Office

88 Villa Rd.
Greenville, SC 29615

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
South Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/3/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Cambridge Investment Research Advisors, Inc.Current
8/5/2024 – Greenville, SC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Cambridge Investment Research, Inc.
    Jun 2024 – no end date reportedFairfield, IA
  2. Cambridge Investment Research Advisors, Inc.
    Jun 2024 – no end date reportedFairfield, IA
  3. Carolina Srings
    Jun 2021 – Aug 2021Fountain Inn, SC
  4. Lakeview Golf Course
    Sep 2018 – Aug 2021Golden Grove, SC
  5. Full time student
    Jun 2014 – Jun 2021Simpsonville, SC
  6. Madison Financial
    Jun 2022 – Aug 2022Greenville, SC
  7. Madison Financial
    Jun 2023 – Aug 2023Greenville, SC
  8. Full time student
    Aug 2021 – no end date reportedClemson, SC

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Cambridge Investment Research Advisors, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersMarket TimingEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3,948
Offices listed on AdvisorFinder:
26
Main office:
Fairfield, IA
SEC file number:
801-63930

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 11, 2026

View full firm profile

Other advisors at Cambridge Investment Research Advisors, Inc.

Showing 12 of 3,948 in the directory

View Cambridge Investment Research Advisors, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Palmer Gregory McCarthy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Palmer Gregory McCarthy - Fees, Credentials & Background