Beacon Capital Management, Inc
About this Advisor
Bill Lowe is a chartered financial consultant working out of Dayton, Ohio, who has been in the financial industry for 12 years. Lowe is on the advisory team at Beacon Capital Management, Inc. Their career trajectory has included roles at Doane College, Sammons Financial Network, LLC, Sammons Retirement Solutions, Spc, Sammons Financial Group and Beacon Capital Management, Inc. Lowe has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Iowa. Beacon Capital Management, Inc is an advisory firm operating in Dayton, Ohio. It has $5 billion in assets between its 15,094 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 12 charities and foundations. Of its 15,094 accounts, just 2% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Fees for financial management depend on which services the firm provides the client. Fee types charged by Beacon Capital Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Beacon Capital Management, Inc Brokerage Details
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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 12 years of experience.
Beacon Capital Management, Inc
Sammons Financial Network, LLC
Sammons Retirement Solutions
Sammons Financial Group
Bill Lowe has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Beacon Capital Management, Inc
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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