Molly R. Mccarthy

LD LOWE WEALTH ADVISORY

RICHARDSON, TX 75081

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CRD#: 5150424

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Molly Renee Larcombe

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Molly Renee Mccarthy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

Experience

Current

August 13, 2021 - Present

LD LOWE WEALTH ADVISORY

Office #1: 1100 East Campbell Road Suite 200, Richardson, TX 75081

RIA

CRD#: 136596

RICHARDSON, TX

Past

July 2, 2009 - December 31, 2020

LD LOWE WEALTH ADVISORY

RIA

CRD#: 136596

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LD LOWE WEALTH ADVISORY

CRD#: 136596 / SEC#: 801-64775

RIA

Registered Investment Advisory firm - (10/7/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 7/1/2009

Uniform Investment Adviser Law Examination

Current Firm

LD LOWE WEALTH ADVISORY

CRD#: 136596 / SEC#: 801-64775

RIA

Registered Investment Advisory firm - (10/7/2005 Approved)

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Contact information

Main Address

1100 East Campbell Road Suite 200, Richardson, TX 75081

Mailing Address

Phone number

(972) 335-2523

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LD LOWE FIRM DISCLOSURE BROCHURE AND WRAP BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	684
AUM (Assets Under Management)	$ 119,217,996

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Molly R. Mccarthy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Molly Renee Mccarthy's CRS (Customer Relationship Summary).

Certified licenses

Experience

LD LOWE WEALTH ADVISORY

LD LOWE WEALTH ADVISORY

Primary Firm SEC Registration

LD LOWE WEALTH ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 7/1/2009

Current Firm

LD LOWE WEALTH ADVISORY

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LD LOWE WEALTH ADVISORY

TRUST BUT VERIFY

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