Molly Renee Mccarthy
ChFC®Professional Summary
Molly Renee Mccarthy, ChFC®, who also goes by Molly Renee Larcombe, is a registered financial advisor currently at LD LOWE WEALTH ADVISORY located in Richardson, Texas. Molly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Molly has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Molly Renee Larcombe
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
L.D. LOWE SENIOR FINANCIAL ADVISORY | LD LOWE WEALTH ADVISORY | LD LOWE SR., LLP | LD LOWE SR., LLC | LD LOWE SR., FINANCIAL ADVISORY | LD LOWE SR. WEALTH ADVISORY | L.D. LOWE WEALTH ADVISORY, INC.
Contact Information
Main Address
1100 East Campbell Road Suite 200, Richardson, TX 75081Phone Number
(972) 335-2523# of Employees
8SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
677AUM (Assets Under Management)
$118,813,315Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
L.D. LOWE SENIOR FINANCIAL ADVISORY | LD LOWE WEALTH ADVISORY | LD LOWE SR., LLP | LD LOWE SR., LLC | LD LOWE SR., FINANCIAL ADVISORY | LD LOWE SR. WEALTH ADVISORY | L.D. LOWE WEALTH ADVISORY, INC.
State Registrations and Notice Filings
(8/13/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Molly Renee Mccarthy's CRS (Customer Relationship Summary).
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