Molly
Mccarthy

Ld Lowe Wealth Advisory

CRD#5150424
Investment Advisor
in Richardson, TX

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About this Advisor

Molly Mccarthy is a chartered financial consultant who works out of Richardson, Texas with 2 years of relevant experience. Mccarthy is currently employed by Ld Lowe Wealth Advisory. They have spent their complete employment at Ld Lowe Wealth Advisory. Mccarthy maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Texas. Ld Lowe Wealth Advisory is an advisory business that has its headquarters in Richardson, TX. It manages $114 million in total assets among its 718 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 718 client accounts, 34% are associated with high-net-worth investors who have more than $1 million in investable assets. The company offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial management typically vary depending on the financial services provided. However, fees charged by Ld Lowe Wealth Advisory likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1100 East Campbell Road Suite 200
Richardson, TX 75081

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Ld Lowe Wealth Advisory Brokerage Details

Total Assets Under Management

$113,679,430

TX Average: $3,042,739,679
Total Number of Employees

9

TX Average: 49
Total Number of Accounts

718

TX Average: 2,315
Average Account Size

$158,328

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Molly Mccarthy Work History

Molly has been registered as a financial advisor for 2 years.*

2006 - Present (18 years)

Ld Lowe Wealth Advisory

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Molly Mccarthy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ld Lowe Wealth Advisory

Molly Mccarthy
Richardson, TX
Lloyd Lowe
Richardson, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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