Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lowrie is an Investment Advisor Representative at Pennington Partners & Co., LLC in Bethesda, MD. William has been in the financial industry since 2006 and has worked for several firms including BlackRock and Medallion Wealth Advisors, LLC. William is registered with the state of Maryland and is a Series 65 License holder.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MD
06/08/2023 - Present
Pennington Partners & CO., LLC (BETHESDA MD)
IA
Issued 06/08/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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