Bill
Lowe
Beacon Capital Management, Inc
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About this Advisor
Bill Lowe is a chartered financial consultant who works out of Dayton, Ohio with 1 year of relevant experience. Lowe currently works for Beacon Capital Management, Inc. The advisor has gained experience at Doane College, Sammons Financial Network, LLC, Sammons Retirement Solutions, Spc, Beacon Capital Management, Inc and Sammons Financial Group. Lowe has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Iowa. Beacon Capital Management, Inc is a registered investment company that has its headquarters in Dayton, OH. It administers $5 billion in total assets among its 16,372 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 16,372 customer accounts, just 1% are held by high-net-worth investors who have greater than $1 million in investable assets. The company provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Fees charged by financial advisors typically vary depending on the type of services provided. However, fees billed by Beacon Capital Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Capital Management, Inc Brokerage Details
$4,922,296,385
25
16,372
$300,653
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
Bill Lowe Work History
Bill has been registered as a financial advisor for 1 years.*
Beacon Capital Management, Inc
Sammons Financial Network, LLC
Sammons Retirement Solutions
Sammons Financial Group
Spc
Doane College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bill Lowe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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