Advisor at Integrity Financial Corporation
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Firm
Integrity Financial Corporation
Location
Jackson, WY 83001
Credentials
Series 66
Industry experience
4 years
Lowell Mccarthy is a financial advisor at Integrity Financial Corporation with four years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corporation and Opus Financial Advisors. His background includes roles outside finance, such as positions at Amherst Wine and Liquors and Canisius College. Integrity Financial Corporation offers wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s approach emphasizes asset allocation and Modern Portfolio Theory, utilizing index and actively managed mutual funds and ETFs, with additional alternative investment options for qualified clients.
Based on Integrity Financial Corporation
Based on Integrity Financial Corporation
Financial planning services offered on a flat, one-time fee basis generally not exceeding $20,000; family office consulting flat fees range from $5,000 to $50,000 annually.
$1 - $1,000,000: 1.50% $1,000,000 - $25,000,000: 1.00% $25,000,000+: 0.75%
Insurance commissions vary by product and carrier; commissions are paid by policy underwriters and shared with Advisor-Agents; commissions are in addition to advisory fees.
Family office consulting hourly fees typically range from $250 to $500 per hour.
680 S. Cache St., Suite 100 7403
Jackson, WY 83001
Washington · Wyoming
Integrity Financial Corporation
2022 - Present (4 years)
FSC Securities Corporation
2021 - Present (5 years)
Opus Financial Advisors
2021 - Present (5 years)
Unemployed
2021 - 2021 (1 year)
Amherst Wine and Liquors
2020 - 2021 (1 year)
Canisius College
2018 - 2021 (3 years)
Tom Wahls
2018 - 2019 (1 year)
No Other Impressions
2018 - 2020 (2 years)
Canisius College
2017 - 2021 (4 years)
Seabreeze Amusement Park
2016 - 2017 (1 year)
Penfield School District
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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