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Lucinda Ann Lowe

L.D. LOWE WEALTH ADVISORY, INC.·DALLAS, Texas
Unclaimed Profile
8330 LBJ FREEWAY, DALLAS, TX 75243CRD# 4279845Firm CRD# 136596
01

About

Lucinda Ann Lowe is a registered financial advisor based in DALLAS, Texas, affiliated with L.D. LOWE WEALTH ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
L.D. LOWE WEALTH ADVISORY, INC.
LD LOWE WEALTH ADVISORY
AUM
$110M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at L.D. LOWE WEALTH ADVISORY, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4279845
Firm CRD# 136596
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lucinda Ann Lowe offer?
Lucinda Ann Lowe specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Lucinda Ann Lowe's credentials?
Lucinda Ann Lowe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lucinda Ann Lowe located?
Lucinda Ann Lowe is based in DALLAS, Texas, working with L.D. LOWE WEALTH ADVISORY, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Lucinda Ann Lowe charge for services?
Lucinda Ann Lowe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is L.D. LOWE WEALTH ADVISORY, INC.?
L.D. LOWE WEALTH ADVISORY, INC. has approximately 6 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
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