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Lauren Chastant

L.D. LOWE WEALTH ADVISORY, INC.·RICHARDSON, Texas
Clean recordL.D. LOWE WEALTH ADVISORY, INC.
1100 EAST CAMPBELL ROAD, RICHARDSON, TX 75081CRD# 6775800Firm CRD# 136596

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lauren Chastant · RICHARDSON, TX
Registration
CRD #6775800 · L.D. LOWE WEALTH ADVISORY, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lauren Chastant is a registered financial advisor based in RICHARDSON, Texas, affiliated with L.D. LOWE WEALTH ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
L.D. LOWE WEALTH ADVISORY, INC.
LD LOWE WEALTH ADVISORY
AUM
$110M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6775800
Firm CRD# 136596
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lauren Chastant offer?
Lauren Chastant specializes in Financial Planning, Investment Management. Contact their office in RICHARDSON, Texas for a consultation.
What are Lauren Chastant's credentials?
Lauren Chastant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lauren Chastant located?
Lauren Chastant is based in RICHARDSON, Texas, working with L.D. LOWE WEALTH ADVISORY, INC.. Their office serves clients in the RICHARDSON metropolitan area and surrounding communities.
How does Lauren Chastant charge for services?
Lauren Chastant'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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