William T. Lobue

LEFTSKEWED INVESTMENT MANAGEMENT

Austin, TX

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CRD#: 7497325

Professional summary

William Thomas Lobue is a registered financial advisor currently at LEFTSKEWED INVESTMENT MANAGEMENT, LLC located in Austin, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BCard LLC; Digital Business Card Startup; Not investment related; 3501 S 1st St Ste 224; software production; Founder; June 2018; 28 hrs per month; 0 hrs during trading; management/sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Thomas Lobue's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 24, 2022 - Present

LEFTSKEWED INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 318669

Austin, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/24/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/29/2021

Uniform Investment Adviser Law Examination

Current Firm

LEFTSKEWED INVESTMENT MANAGEMENT, LLC

CRD#: 318669 / SEC#:

Texas

Registered Investment Advisory firm - (2/24/2022 Approved)

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Contact information

Main Address

Austin, TX

Mailing Address

Phone number

(917) 863-0010

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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William T. Lobue

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Thomas Lobue's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEFTSKEWED INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/29/2021

Current Firm

LEFTSKEWED INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

LEFTSKEWED INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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