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Tony Edward Dubose

LWM ADVISORY SERVICES, LLC·PLANTATION, Florida
Clean recordLWM ADVISORY SERVICES, LLC
1250 S. PINE ISLAND ROAD, PLANTATION, FL 33324CRD# 2600996Firm CRD# 172009

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tony Edward Dubose · PLANTATION, FL
Registration
CRD #2600996 · LWM ADVISORY SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Tony Edward Dubose is a registered financial advisor based in PLANTATION, Florida, affiliated with LWM ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LWM ADVISORY SERVICES, LLC
LWM ADVISORY SERVICES, LLC
AUM
$695M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at LWM ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2600996
Firm CRD# 172009
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tony Edward Dubose offer?
Tony Edward Dubose specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLANTATION, Florida for a consultation.
What are Tony Edward Dubose's credentials?
Tony Edward Dubose is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tony Edward Dubose located?
Tony Edward Dubose is based in PLANTATION, Florida, working with LWM ADVISORY SERVICES, LLC. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.
How does Tony Edward Dubose charge for services?
Tony Edward Dubose's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LWM ADVISORY SERVICES, LLC?
LWM ADVISORY SERVICES, LLC has approximately 9 employees and manages $695M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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