Unclaimed Profile

Tony Edward Dubose

LWM ADVISORY SERVICES, LLC·PLANTATION, Florida

SIE, Series 6, Series 7, Series 24, Series 51, Series 63Clean record29 years registeredLWM 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 · 29 years registered

Brand Profile

Not yet started

Career History

MODERN WEALTH MANAGEMENT, LLC

Mar 2026 – present

LWM ADVISORY SERVICES, LLC

Jul 2014 – present

LPL FINANCIAL LLC

May 1997 – Dec 2025

PLANTATION, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · May 1, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LWM ADVISORY SERVICES, LLC

CRD 172009 · SEC 801-80096

AUM

$695M

Regulatory assets under management

Employees

1,778 client accounts

Services offered by LWM ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LWM ADVISORY SERVICES, LLC →

Introduction

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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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