Travis Lowe, financial advisor Braintree MA

Travis Lowe

CRD Number: 3037344
Current Firm: Voya Retirement Advisors, LLC

Travis Lowe (CRD# 3037344) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Braintree, MA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Partners Braintree, MA Nov 2018 - Current 3
Voya Retirement Advisors Braintree, MA Nov 2018 - Current 3
Voya Braintree, MA Oct 2018 - Current 3
Valic Financial Advisors, Inc. Nashua, NH Dec 2017 - Oct 2018 < 1
Gwfs Equities, Inc. Watham, MA Sep 2013 - Dec 2017 4
Adp Broker-dealer, Inc. Farmingham, MA Jan 2013 - Sep 2013 < 1
Adp Inc. Farmingham, MA Jan 2013 - Sep 2013 < 1
Santander Securities LLC Guaynabo, PR Sep 2012 - Jan 2013 < 1
Sovereign Bank Framingham, MA Jul 2012 - Jan 2013 < 1
Nsllc Framingham, MA Feb 2012 - Jul 2012 < 1
Nationwide Financial Framinham, MA Feb 2012 - Jul 2012 < 1
Nationwide Framingham, MA Oct 2008 - Dec 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Jun 2018
Contact Info for Travis M. Lowe
Phone Number: 860-580-2819
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    17,634
    MILLIONS
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $309,370,799
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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