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Lowell McCarthy

Integrity Financial Corp.

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About Lowell McCarthy

Lowell McCarthy is an investment advisor representative at Integrity Financial Corp. based in Cheyenne, Wyoming. Lowell has been in the financial services industry for over a year. Lowell has a Series 66 license, a Series 7TO license, a Series 24 license and a SIE license. Lowell has been registered with the state of Washington since November 2022 and the state of Wyoming since November 2023. Lowell specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles.

Firm Information

Lowell McCarthy is currently registered with Integrity Financial Corp.. Integrity Financial Corp. is an investment advisor located in Cheyenne, WY. They have 18 licensed agents, 18 investment advisor representatives, and $549,126,443 in regulatory assets under management. They offer financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. They primarily serve individuals other than high-net-worth individuals, pension and profit-sharing plans, high-net-worth individuals, corporations or other businesses, and charitable organizations.
Integrity Financial Corp.

2515 WARREN AVE, SUITE 500

CHEYENNE, WY 82001

$549.13M

Assets Under Management

328

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lowell McCarthy’s Registration & Firm History

WY

11/10/2023 - Present

Integrity Financial Corp. (CHEYENNE WY)

NC

12/14/2021 - 09/26/2022

FSC SECURITIES CORPORATION (STATESVILLE NC)

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Licenses & Designations

BOTH

Issued 01/24/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2022

Series 24 - General Securities Principal Examination

BC

Issued 12/14/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lowell McCarthy.
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