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Joshua Bernard Lowy

TEXAS YALE CAPITAL CORP.·DORADO, Puerto Rico
Clean recordTEXAS YALE CAPITAL CORP.
URB. COSTA DE ORO, DORADO, PR 00646CRD# 3220146Firm CRD# 126992

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Bernard Lowy · DORADO, PR
Registration
CRD #3220146 · TEXAS YALE CAPITAL CORP.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joshua Bernard Lowy is a registered financial advisor based in DORADO, Puerto Rico, affiliated with TEXAS YALE CAPITAL CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TEXAS YALE CAPITAL CORP.
YALE CAPITAL CORP.
AUM
$3.5B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at TEXAS YALE CAPITAL CORP. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3220146
Firm CRD# 126992
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua Bernard Lowy offer?
Joshua Bernard Lowy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DORADO, Puerto Rico for a consultation.
What are Joshua Bernard Lowy's credentials?
Joshua Bernard Lowy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Bernard Lowy located?
Joshua Bernard Lowy is based in DORADO, Puerto Rico, working with TEXAS YALE CAPITAL CORP.. Their office serves clients in the DORADO metropolitan area and surrounding communities.
How does Joshua Bernard Lowy charge for services?
Joshua Bernard Lowy's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TEXAS YALE CAPITAL CORP.?
TEXAS YALE CAPITAL CORP. has approximately 6 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TEXAS YALE CAPITAL CORP.

Cheyne Clifford Pace
ST. PETERSBURG, FL
Sandra Alva Pace
ST. PETERSBURG, FL

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Research
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