William Leo Lowe
Investment adviser representative at Beacon Capital Management, Inc.
15 yearsExperience
1 stateRegistered in
ChFC®Designation
$4.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Beacon Capital Management, Inc.Jan 2022 to now
- Sammons Financial Network, LLCJan 2012 to now
- Sammons Retirement SolutionsJun 2011 to now
- Sammons Financial GroupMay 2011 to now
- SpcDec 2012 to Nov 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (IA).
Beacon Capital Management, Inc.
$4.3BAssets managed
10,456Clients
26Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2328135
- Firm CRD
- 120641