Derrick Lowery (CRD# 2689336) is an Investment Advisor Representative working at Brookwood Wealth Advisors, LLC in Cartersville, GA and has over 28 years of experience in the finance industry. Derrick Lowery has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5822473
Rockefeller Capital Management
CRD# 5828415
Ajax Capital Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookwood Wealth Advisors, LLC | Cartersville, GA | Jan 2020 - Current | 4 |
| Oppenheimer & Company Inc. | Atlanta, GA | Nov 2016 - Jan 2020 | 3 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Nov 2016 | 1 |
| Morgan Stanley Smith Barney | Atlanta, GA | Oct 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- GA
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts97ACCOUNTS
-
Average Account Value$102,816
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
GA
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