Unclaimed Profile

Lorna Lynn Kuether-Alvey

FWPAM, L.L.C.·FORT WORTH, Texas

SIE, Series 7, Series 63, Series 65Clean record27 years registeredFWPAM, L.L.C.

515 HOUSTON STREET, FORT WORTH, TX 76102CRD# 2549721Firm CRD# 146832

Profile Verification

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

Identity

Lorna Lynn Kuether-Alvey · FORT WORTH, TX

Registration

CRD #2549721 · FWPAM, L.L.C. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FWPAM, L.L.C.

WWK WEALTH ADVISORS

Mar 2009 – Jul 2019

FORT WORTH, TX

LPL FINANCIAL CORPORATION

Sep 2003 – Dec 2009

FT WORTH, TX

UBS FINANCIAL SERVICES INC.

Jul 1999 – Sep 2003

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · July 5, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FWPAM, L.L.C.

CRD 146832 · SEC 801-69953

AUM

$253M

Regulatory assets under management

Employees

529 client accounts

Services offered by FWPAM, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FWPAM, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Lorna Lynn Kuether-Alvey offer?

Lorna Lynn Kuether-Alvey specializes in Financial Planning, Investment Management, Wealth Management.

What are Lorna Lynn Kuether-Alvey's credentials?

Lorna Lynn Kuether-Alvey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lorna Lynn Kuether-Alvey located?

Lorna Lynn Kuether-Alvey is based in FORT WORTH, Texas, last registered with FWPAM, L.L.C..

How does Lorna Lynn Kuether-Alvey charge for services?

Lorna Lynn Kuether-Alvey's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FWPAM, L.L.C.?

FWPAM, L.L.C. has approximately 3 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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