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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Andrews McCarty is an Investment Advisor Representative at Creative Planning, LLC. Lauren has over 15 years of experience in the financial services industry. Lauren holds the Series 7, Series 66, and SIE licenses. Lauren has worked for several financial institutions including Transamerica Investors Securities Corporation, Lockton Investment Securities, LLC, and American Century Investment Services Inc. Lauren specializes in financial planning, portfolio management, and retirement planning. Lauren is dedicated to providing clients with personalized financial advice to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
02/22/2022 - Present
Creative Planning (Farmville VA)
DC
11/01/2021 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (WASHINGTON DC)
MO
10/08/2020 - 10/25/2021
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
NY
07/01/2019 - 10/01/2020
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
CO
01/04/2017 - 07/01/2019
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NC
07/18/2007 - 01/04/2017
TRANSAMERICA INVESTORS SECURITIES CORPORATION (CHARLOTTE NC)
VA
05/20/2003 - 06/21/2007
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
BOTH
Issued 02/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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