LWM Advisory Services LLC
Legal Name: LWM ADVISORY SERVICES, LLC
1250 S. PINE ISLAND ROAD, SUITE 350, PLANTATION, FL
954-474-7100
http://www.lwmfl.com
Frequently Asked Questions (FAQ)
Full Contact Details
LWM Advisory Services LLC
1250 S. PINE ISLAND ROAD, SUITE 350, PLANTATION, FL
954-474-7100
954-474-7399
Other Info
LWM Advisory Services LLC, also known as LWM ADVISORY SERVICES, LLC, is a Florida-based Limited Liability Company with 10 employees, 8 of whom are in advisory roles. The company's SEC status is listed as Approved, with a registration date of July 30, 2014, and it currently serves 24 clients.
Legacy Wealth Management | Plantation, FL | Investment Advisors
Your trusted financial advisor in Plantation, FL and Miami, FL. We provide comprehensive financial planning and investment management services.
Direct Owners
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LEGACY WEALTH MANAGEMENT INC.
MEMBER owns 75% or more
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TONY EDWARD DUBOSE
MANAGER, CCO, CIO owns less than 5%
Indirect Owners
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TONY E. DUBOSE DECLARATION TRUST
SHAREHOLDER owns 75% or more
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TONY EDWARD DUBOSE
TRUSTEE owns 75% or more
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TONY EDWARD DUBOSE
PRESIDENT