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Lauren Andrews Mc Carty

Advisor at Creative Planning — Farmville, VA

Updated today

Credentials

Series 66

Experience

23 years

Location

Farmville, VA

Creative Planning logo

Creative Planning

Enterprise

Total advisors

1,179

Across 413 offices

Clients per advisor

74 Typical

Avg AUM per client

$2,113,277 Very High

HNW client ratio

45% Very High

About

Lauren Mc Carty is a financial advisor with Creative Planning and holds a Series 66 designation. She has 23 years of industry experience and has worked at firms including Lockton and Transamerica. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio options and private market access.

Client services

Based on Creative Planning

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Creative Planning

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Creative Planning

Founder/Business Owner Executive Retired

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Fee options

Fixed

Financial planning fees typically range from $1,500 to $15,000; executive programs or complex cases range from $5,000 to $300,000; flat fees are negotiated and agreed upon beforehand

Percentage

$0 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.30% $100,000,001+: 0.25%

Project-based

Negotiable hourly fee for Retirement Plan Services and financial planning services

Other

Account minimum: $200,000 Minimum fee: Minimum management fee for clients with assets under $500,000; $10,000 minimum for nonprofit organizations; $10,000 minimum for consulting services in Retirement Plan Services; $1,000 minimum for 3(38) investment advisory services in Retirement Plan Services

Location

See office

Farmville, VA

Farmville VA

Advisors at this office

1

Most active in

Virginia

Work history

23 years of industry experience

Creative Planning, LLC

2022 - Present • 4 years

Overland Park, KS

Lockton Investment Securities, LLC

2021 - 2021 • 1 year

Washington, DC

Lockton Investment Advisors, LLC

2021 - 2021 • 1 year

Washington, DC

Lockton Companies, LLC

2021 - 2021 • 1 year

Washington, DC

American Century Investment Services, Inc.

2020 - 2021 • 1 year

Kansas City, MO

Transamerica Investors Securities Corporation

2019 - 2020 • 1 year

Farmville, VA

Transamerica Capital, Inc.

2017 - 2019 • 2 years

Denver, CO

Diversified Investors Securities Corp.

2007 - 2017 • 10 years

Charlotte, NC

Diversified Investment Advisors

2007 - 2020 • 13 years

Charlotte, NC

Scott & Stringfellow, Llc

2003 - 2007 • 4 years

Richmond, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Bradley W

Series 63, Series 65

Farmville, VA

Davenport & Company LLC

Bradley Watson is a financial advisor at Davenport & Company LLC with over 32 years of industry experience. He has been with Davenport & Company since 1993 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as chairperson of the Prince Edward County Industrial Development Authority and is on the board of directors of WFLO Radio Station in Farmville, VA. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, public finance, and advisory services. The firm manages a range of strategies through dedicated portfolio teams and oversees six mutual funds, combining brokerage and advisory platforms within an employee-owned structure.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
user avatar

Brett W

Series 63, Series 65

Farmville, VA

Davenport & Company LLC

Brett Watson is a financial advisor with Davenport & Company LLC in Farmville, VA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Davenport since 1992. Outside of his advisory role, he is a member, singer, and guitar player in a local music band called The Porch Gliders and serves as a supervisor on the Prince Edward County Board of Supervisors. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, and investment banking services, with an advisory platform that includes separately managed accounts, model delivery, and mutual fund offerings.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
user avatar

Constance N

Series 66

Farmville, VA

Davenport & Company LLC

Constance Neilsen is a financial advisor with Davenport & Company LLC, holding a Series 66 designation and 25 years of industry experience. She has been with Davenport & Company since 1999 in various capacities. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, investment banking, and advisory services through dedicated portfolio teams and a range of separately managed accounts, mutual funds, and model portfolios.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired

Jay W

Series 66

Farmville, VA

Edward Jones

Jay Whited is a financial advisor with Edward Jones in Farmville, VA, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015 and also serves in the District of Columbia Army National Guard since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Business ownership considerations Business succession planning Retirement income strategy General estate planning guidance Inheritance planning Military & Veterans Government Employee Founder/Business Owner Doctor or Medical Professional
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Dennis M

Series 63, Series 66

Farmville, VA

Edward Jones

Dennis Moore is a financial advisor with Edward Jones in Farmville, VA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he is an owner and landlord of residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and offers various managed strategies, tax-efficient services, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Mary Kathleen H

Series 66

Farmville, VA

Edward Jones

Mary Kathleen Hacker is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked exclusively at Edward Jones since 2016. Outside of advising, she occasionally conducts photoshoots under her photography business, MKThompson Photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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