Lauren McCarty (CRD# 4580309) is an Investment Advisor Representative working at Creative Planning in Farmville, VA and has over 2 years of experience in the finance industry.
CRD# 6199450
Principal Securities, Inc.
CRD# 6989560
Edward Jones
CRD# 6605886
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning, LLC | Overland Park, KS | Jan 2022 - Current | 2 |
| Lockton Investment Advisors, LLC | Washington, DC | Oct 2021 - Dec 2021 | < 1 |
| Lockton Investment Securities, LLC | Washington, DC | Oct 2021 - Dec 2021 | < 1 |
| Lockton Companies, LLC | Washington, DC | Oct 2021 - Dec 2021 | < 1 |
| American Century Investment Services, Inc. | Kansas City, MO | Oct 2020 - Oct 2021 | 1 |
| Transamerica Investors Securities Corporation | Farmville, VA | Jul 2019 - Sep 2020 | 1 |
| Diversified Investment Advisors | Charlotte, NC | Jun 2007 - Sep 2020 | 13 |
| Transamerica Capital, Inc. | Denver, CO | Jan 2017 - Jul 2019 | 2 |
| Diversified Investors Securities Corp. | Charlotte, NC | Jul 2007 - Jan 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- VA
-
Total Assets Under Management175,272MILLIONS
-
Total Number of Accounts234,298ACCOUNTS
-
Average Account Value$748,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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