Caleb Lowman
Caleb Lowman is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Fort Myers, FL, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Fort Myers, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Caleb is a trustee for Lighthouse Wealth Mgmt 401k and owns LWM Holdings, LLC with his spouse, managing real estate for Finet Practice. He also owns Lighthouse Wealth Management, LLC with his spouse, dedicating full-time hours to Finet Practice, and owns another LLC focused on bio genetic traits development, cultivation and study.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations33 states
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