Unclaimed Profile

William Kelly Brewer

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

SIE, Series 7TO, Series 63, Series 66ChFCClean record7 years registeredL.D. LOWE WEALTH ADVISORY, INC.

8330 LBJ FREEWAY, DALLAS, TX 75243CRD# 6435751Firm CRD# 136596

Profile Verification

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

Identity

William Kelly Brewer · DALLAS, TX

Registration

CRD #6435751 · L.D. LOWE WEALTH ADVISORY, INC. · 7 years registered

Brand Profile

Not yet started

Career History

FIRST COMMAND BROKERAGE SERVICES, INC.

Mar 2021 – present

FIRST COMMAND ADVISORY SERVICES

Jan 2021 – present

LD LOWE WEALTH ADVISORY

Sep 2018 – Nov 2020

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 66

Registration record

First registered · September 11, 2018

Years registered · 7

Professional designation · ChFC

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 Kelly Brewer offer?

William Kelly Brewer specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.

What are William Kelly Brewer's credentials?

William Kelly Brewer holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Kelly Brewer located?

William Kelly Brewer 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 William Kelly Brewer charge for services?

William Kelly 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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