Ld Lowe Wealth Advisory

Ld Lowe Wealth Advisory (CRD# 136596) is a financial advisory firm headquartered in Dallas, TX. They manage $168,825,000 in 1,500 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    1,500
    ACCOUNTS
  • Average Account Value
    $112,550
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Ld Lowe Wealth Advisory
Showing 1 - 4 of 4 top financial advisors.
1
William S. Brewer
CRD#: 2423600
8330 Lbj Freeway, 500, Dallas, TX 75243
93
Wealthminder
score

William Brewer (CRD# 2423600) is an Investment Advisor Representative working at Ld Lowe Wealth Advisory in Dallas, TX and has over 10 years of experience in the finance industry.

2
Molly R. McCarthy
CRD#: 5150424
8330 Lbj Freeway, 500, Dallas, TX 75243
93
Wealthminder
score

Molly McCarthy (CRD# 5150424) is an Investment Advisor Representative working at Ld Lowe Wealth Advisory in Dallas, TX and has over 7 years of experience in the finance industry.

3
Judy M. Rupay
CRD#: 2725944
8330 Lbj Freeway, 500, Dallas, TX 75243
87
Wealthminder
score

Judy Rupay (CRD# 2725944) is an Investment Advisor Representative working at Ld Lowe Wealth Advisory in Dallas, TX and has 1 year of experience in the finance industry.

4
Lloyd D. Lowe
CRD#: 2474587
8330 Lbj Freeway, 500, Dallas, TX 75243
83
Wealthminder
score

Lloyd Lowe (CRD# 2474587) is an Investment Advisor Representative working at Ld Lowe Wealth Advisory in Dallas, TX and has over 22 years of experience in the finance industry.

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