Unclaimed Profile

William M Pantuso

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

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

William M Pantuso 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.

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# 5198251

Firm CRD# 136596

View on FINRA BrokerCheck →

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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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