WL
WL

William Lowe

24 Years of Experience
St. Louis, MO
Broker

William Lowe is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

One North Jefferson Avenue, H0004-05C, St. Louis, MO, 63103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William serves as a personal representative for his mother, a role he has held since 2008. This investment-related activity requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
April 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors Financial Network, LLC
April 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors
January 2010 - Present · 16 yrs 4 mos
Wells Fargo Clearing Services, LLC
August 2001 - Present · 24 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
August 2001 - Present · 24 yrs 9 mos
State Registrations7 states
ARMANCOKSCUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
William Lowe - Financial Advisor | TrueAdvisor