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William M Pantuso

L.D. LOWE WEALTH ADVISORY, INC.·DALLAS, Texas
SIE, Series 6Clean recordL.D. LOWE WEALTH ADVISORY, INC.
8330 LBJ FREEWAY, DALLAS, TX 75243CRD# 5198251Firm CRD# 136596

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William M Pantuso · DALLAS, TX
Registration
CRD #5198251 · L.D. LOWE WEALTH ADVISORY, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
L.D. LOWE WEALTH ADVISORY, INC.
CRD 136596 · SEC 801-64775
AUM
$110M
Regulatory assets under management
Employees
6
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 M Pantuso offer?
William M Pantuso specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are William M Pantuso's credentials?
William M Pantuso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William M Pantuso located?
William M Pantuso 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 M Pantuso charge for services?
William M 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 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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Other Advisors at L.D. LOWE WEALTH ADVISORY, INC.

Molly Renee Mccarthy
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William Shane Brewer
DALLAS, TX
Lloyd Daniel Lowe
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William Kelly Brewer
DALLAS, TX
ChFC
William Michael Pantuso
DALLAS, TX

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