Alex Robert Stowe

Employer firm

Avior Wealth Management, LLC CRD 148674

$6.46B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2001 → 04/2023
  Stowe Planning, L.L.C
  Plano, TX
• 04/2023 → Present
  Avior Wealth Management, Llc
  Omaha, NE
• 04/1999 → Present
  Alex Stowe-Self Employed
  Plano, TX

Previous Registrations

• 2001-10-17 → 2023-12-31
  Stowe Financial Planning, L.L.C.
  Plano, TX

Designations

• Certified Financial Planner