Tony Edward Dubose
Investment adviser representative at Modern Wealth Management, LLC
29 yearsExperience
2 statesRegistered in
$10.9BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
29 years in the industry.
- Modern Wealth Management, LLCMar 2026 to now
- Lwm Advisory Services, LLCJun 2014 to now
- Legacy Wealth Management IncMay 1997 to now
- LPL Financial, LLCMay 1997 to Mar 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 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
- 2600996
- Firm CRD
- 324624