Unclaimed Profile

William Michael Pantuso

LD LOWE SR., LLP·DALLAS, Texas

Clean recordLD LOWE SR., LLP

4809 COLE AVE, DALLAS, TX 75205CRD# 3141162Firm CRD# 136596

Profile Verification

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

Identity

William Michael Pantuso · DALLAS, TX

Registration

CRD #3141162 · LD LOWE SR., LLP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Michael Pantuso is a registered financial advisor based in DALLAS, Texas, affiliated with LD LOWE SR., LLP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

L.D. LOWE WEALTH ADVISORY, INC.

LD LOWE WEALTH ADVISORY

AUM

$110M

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 3141162

Firm CRD# 136596

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Michael Pantuso offer?

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

What are William Michael Pantuso's credentials?

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

Where is William Michael Pantuso located?

William Michael Pantuso is based in DALLAS, Texas, working with LD LOWE SR., LLP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does William Michael Pantuso charge for services?

William Michael Pantuso'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 LD LOWE SR., LLP?

LD LOWE SR., LLP 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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