Unclaimed Profile

Molly Renee Mccarthy

L.D. LOWE WEALTH ADVISORY, INC.·RICHARDSON, Texas

Series 65Clean record17 years registeredL.D. LOWE WEALTH ADVISORY, INC.

1100 EAST CAMPBELL ROAD, RICHARDSON, TX 75081CRD# 5150424Firm CRD# 136596

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Molly Renee Mccarthy · RICHARDSON, TX

Registration

CRD #5150424 · L.D. LOWE WEALTH ADVISORY, INC. · 17 years registered

Brand Profile

Not yet started

Career History

LD LOWE WEALTH ADVISORY

Aug 2021 – present

LD LOWE WEALTH ADVISORY

Jul 2009 – Dec 2020

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 2, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

L.D. LOWE WEALTH ADVISORY, INC.

CRD 136596 · SEC 801-64775

AUM

$110M

Regulatory assets under management

Employees

660 client accounts

Services offered by L.D. LOWE WEALTH ADVISORY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at L.D. LOWE WEALTH ADVISORY, INC. →

Introduction

Speak with Molly

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Molly is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RICHARDSON?

Browse all registered financial advisors in RICHARDSON, Texas or claim this profile if it's yours.

Browse RICHARDSON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Molly Renee Mccarthy offer?

Molly Renee Mccarthy specializes in Financial Planning, Investment Management. Contact their office in RICHARDSON, Texas for a consultation.

What are Molly Renee Mccarthy's credentials?

Molly Renee Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Molly Renee Mccarthy located?

Molly Renee Mccarthy is based in RICHARDSON, Texas, working with L.D. LOWE WEALTH ADVISORY, INC.. Their office serves clients in the RICHARDSON metropolitan area and surrounding communities.

How does Molly Renee Mccarthy charge for services?

Molly Renee Mccarthy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is L.D. LOWE WEALTH ADVISORY, INC.?

L.D. LOWE WEALTH ADVISORY, INC. has approximately 6 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →