Molly Renee Mccarthy
Investment adviser representative at Ld Lowe Wealth Advisory
20 yearsExperience
1 stateRegistered in
ChFC®Designation
$118.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Ld Lowe Wealth AdvisoryMar 2006 to now
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ld Lowe Wealth Advisory
Legal name: L.D. Lowe Wealth Advisory, Inc.
$118.8MAssets managed
264Clients
1Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5150424
- Firm CRD
- 136596