Ld Lowe Wealth Advisory
Ld Lowe Wealth Advisory (CRD# 136596) is a financial advisory firm headquartered in Richardson, TX. They manage $109,842,303 in 660 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management110MILLION
-
Total Number of Accounts660ACCOUNTS
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Average Account Value$166,428
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Ld Lowe Wealth Advisory
1
Lloyd Lowe (CRD# 2474587) is an Investment Advisor Representative working at Ld Lowe Wealth Advisory in Richardson, TX and has over 29 years of experience in the finance industry.
2
Molly McCarthy (CRD# 5150424) is an Investment Advisor Representative working at Ld Lowe Wealth Advisory in Richardson, TX and has over 14 years of experience in the finance industry.
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