Molly McCarthy, financial advisor Richardson TX

Molly McCarthy

CRD Number: 5150424
Current Firm: Ld Lowe Wealth Advisory

Molly McCarthy (CRD# 5150424) is an Investment Advisor Representative working at Ld Lowe Wealth Advisory in Richardson, TX and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ld Lowe Wealth Advisory Richardson, TX Mar 2006 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Molly R. McCarthy
Phone Number: 972-335-2523
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    110
    MILLIONS
  • Total Number of Accounts
    660
    ACCOUNTS
  • Average Account Value
    $166,428
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

TX

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