Unclaimed Profile

William Shane Brewer

L.D. LOWE WEALTH ADVISORY, INC.·DALLAS, Texas

Series 7, Series 66Clean record20 years registeredL.D. LOWE WEALTH ADVISORY, INC.

8330 LBJ FREEWAY, DALLAS, TX 75243CRD# 2423600Firm CRD# 136596

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Shane Brewer · DALLAS, TX

Registration

CRD #2423600 · L.D. LOWE WEALTH ADVISORY, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: L.D. LOWE WEALTH ADVISORY, INC.

3B PRIVATE WEALTH LLC

Aug 2017 – Dec 2019

DALLAS, TX

LD LOWE WEALTH ADVISORY

Oct 2007 – Sep 2018

DALLAS, TX

AXA ADVISORS, LLC

Dec 2005 – Mar 2006

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 16, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

L.D. LOWE WEALTH ADVISORY, INC.

CRD 136596 · SEC 801-64775

AUM

$110M

Regulatory assets under management

Employees

660 client accounts

Services offered by L.D. LOWE WEALTH ADVISORY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at L.D. LOWE WEALTH ADVISORY, INC. →

Introduction

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Frequently Asked Questions

What services does William Shane Brewer offer?

William Shane Brewer specializes in Financial Planning, Investment Management.

What are William Shane Brewer's credentials?

William Shane Brewer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Shane Brewer located?

William Shane Brewer is based in DALLAS, Texas, last registered with L.D. LOWE WEALTH ADVISORY, INC..

How does William Shane Brewer charge for services?

William Shane Brewer'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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