Lowell Mccarthy
Investment adviser representative at Integrity Financial Corporation
15 yearsExperience
2 statesRegistered in
$868.1MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Integrity Financial CorporationOct 2022 to now
- Fsc Securities CorporationDec 2021 to now
- Opus Financial AdvisorsOct 2021 to now
- UnemployedMay 2021 to Oct 2021
- Amherst Wine and LiquorsNov 2020 to May 2021
- Tom WahlsJul 2018 to Aug 2019
- No Other ImpressionsJan 2018 to Mar 2020
- Canisius CollegeAug 2017 to May 2021
- Seabreeze Amusement ParkMay 2016 to Aug 2017
- Penfield School DistrictJan 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (WA, WY).
Integrity Financial Corporation
$868.1MAssets managed
1,450Clients
14Advisers
10 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
- 7448638
- Firm CRD
- 137125