Summary
LD Lowe Wealth Advisory
Founded in 1993
Description
Personalized Financial Planning and Wealth Management At LD Lowe Wealth Advisory, we use knowledge-based financial experience to provide dedicated service and specialized financial planning.
Strengths
- Revenue growth is more steady than the industry average
Weaknesses
- LD Lowe Wealth Advisory has a very small market share in their industry
- Revenue generated per employee is less than the industry average
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Since LD Lowe Wealth Advisory was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
LD Lowe Wealth Advisory's annual revenue
$3771000
Based on Kona Equity data
-
Revenue per employee
$419000
-
Variance of revenue growth
0.1
-
Annual revenue growth since founding
$121645
-
Revenue growth rate from first known quarter to current
-70.3%
Employee Count
9 employees
-
Employee growth rate from first known quarter to current
-72.4%
Executives
Lloyd Lowe
Founder & Chief Executive Officer
l**@ldloweplan.comTaylor Brewer
Chief Operations Officer
t**@ldloweplan.comJill Lightfoot
Paraplanner
j**@ldloweplan.comLauren Chastant
Chief Compliance Officer
l**@ldloweplan.comMolly Mccarthy
Advisor
m**@ldloweplan.comKelly Brewer
Chief Information Security Officer & Financial Planner
k**@ldloweplan.comMyranda Berlanga
Director of
m**@ldloweplan.comBrandy Moore
Para Planner
b**@ldloweplan.comCinda Lowe
Chief Operations Officer
c**@ldloweplan.comDaniel Aberle
Paraplanner
d**@ldloweplan.comG Score - 1
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G5 Variance of revenue growth is less than the industry average
Location
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Key Information
- Name: LD Lowe Wealth Advisory
- Category: Professional training & coaching
- Industry: Financial Planner
- SIC: 62
- NAICS: 523910; 523
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Firmographic data G Score of 1 Founded in 1993 SIC: 62 NAICS: 523910 NAICS: 523 #Investment Banking #Finance
Frequently Asked Questions
LD Lowe Wealth Advisory's headquarters are located at 8330 Lyndon B Johnson Fwy., Ste. 500 Dallas, TX 75243.
LD Lowe Wealth Advisory's official website is ldloweplan.com
LD Lowe Wealth Advisory's annual revenue is $3.8 M.
LD Lowe Wealth Advisory's SIC: 62
LD Lowe Wealth Advisory's NAICS: 523910; 523.
LD Lowe Wealth Advisory has 9 employees
LD Lowe Wealth Advisory is in the industry of Professional training & coaching.
