Connor Lowery, financial advisor Brentwood TN
88 score

Connor Lowery

CRD Number: 5933364
Current Firm: Ronald Blue & Company, LLC

Connor Lowery (CRD# 5933364) is an Investment Advisor Representative working at Ronald Blue & Company, LLC in Brentwood, TN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ronald Blue & Company Brentwood, TN Jun 2014 - Current 2
Pwc Nashville, TN Sep 2012 - May 2014 1
Umemployed Nashville, TN Jun 2012 - Aug 2012 < 1
Samford University Birmingham, AL Jun 2008 - May 2012 3
Christian Presbrytarian Academy Nashville, TN Jun 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Connor Lowery
Phone Number: 770-280-6000
Firm Website: https://rbis.ronblue.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    6,637
    MILLIONS
  • Total Number of Accounts
    16,436
    ACCOUNTS
  • Average Account Value
    $403,778
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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