L.D. LOWE WEALTH ADVISORY, INC.

LD LOWE WEALTH ADVISORY
RICHARDSON, Texas·9 registered advisors·CRD# 136596
SEC# 801-647750972-335-2523
01

Firm Overview

AUM
$110M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at L.D. LOWE WEALTH ADVISORY, INC.

9 registered advisors
Lauren Chastant
RICHARDSON, Texas
Lloyd Daniel Lowe
RICHARDSON, Texas
Lucinda Ann Lowe
DALLAS, Texas
Molly Renee Mccarthy
RICHARDSON, Texas
Taylor Nicole Brewer
RICHARDSON, Texas
William Kelly Brewer
DALLAS, Texas
William Michael Pantuso
DALLAS, Texas
William M Pantuso
DALLAS, Texas
William Shane Brewer
DALLAS, Texas
05

Office Locations

DALLAS, Texas
5 advisors
RICHARDSON, Texas
4 advisors

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Data sourced from SEC Form ADV filings. L.D. LOWE WEALTH ADVISORY, INC. (CRD# 136596) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.