Profiel
Mr. Tony E.
Dubose is a Managing Principal at LWM Advisory Services LLC.
He has assisted individuals, families, and institutions in pursuing their financial goals for over 27 years.
His primary goal as a wealth advisor is to understand each client’s unique needs and goals and to advocate for his clients’ best interests.
He is Chief Investment Officer of the firm, working with the investment committee to determine and execute key investment strategies.
He graduated from Valdosta State University in 1983.
Actieve functies van Tony Dubose
| Bedrijven | Functie | Begin |
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LWM Advisory Services LLC
 LWM Advisory Services LLC Investment ManagersFinance LWM Advisory Services LLC (LWM) is a registered investment advisor headquartered in Plantation, Florida. The firm was founded by Tony DuBose in 2014 and is wholly-owned by Legacy Wealth Management, Inc. LWM offers advisory services to individuals; pensions, Taft Hartley plans, and profit-sharing plans including plans subject to Employee Retirement Income Security Act of 1974 (ERISA); for-profit and non-profit corporations, and other business entities; trusts; estates; and charitable organizations. | President | - |
Opleiding van Tony Dubose
| Valdosta State University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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LWM Advisory Services LLC
LWM Advisory Services LLC Investment ManagersFinance LWM Advisory Services LLC (LWM) is a registered investment advisor headquartered in Plantation, Florida. The firm was founded by Tony DuBose in 2014 and is wholly-owned by Legacy Wealth Management, Inc. LWM offers advisory services to individuals; pensions, Taft Hartley plans, and profit-sharing plans including plans subject to Employee Retirement Income Security Act of 1974 (ERISA); for-profit and non-profit corporations, and other business entities; trusts; estates; and charitable organizations. | Finance |
