David Lowell (CRD# 2695450) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Destin, FL and has over 28 years of experience in the finance industry.
CRD# 6378144
Edward Jones
CRD# 5317764
Edward Jones
CRD# 2232110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Destin, FL | Aug 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Destin, FL | Jun 2022 - Current | 1 |
| Regions Bank | Destin, FL | Sep 2019 - Jun 2022 | 2 |
| Cetera Investment Services LLC | St. Cloud, MN | Sep 2019 - Jun 2022 | 2 |
| Cetera Investment Advisers LLC | Destin, FL | Sep 2019 - Jun 2022 | 2 |
| Sw Financial | Melville, NY | Mar 2019 - Sep 2019 | < 1 |
| Raymond James & Associates, Inc. | Dallas, TX | Jul 2018 - Mar 2019 | < 1 |
| Wells Fargo Clearing Services LLC | Dallas, TX | Sep 2017 - Jul 2018 | < 1 |
| Democracy Funding, LLC | Arlington, VA | Feb 2017 - Sep 2017 | < 1 |
| Unemployed | Tulsa, OK | Jan 2017 - Feb 2017 | < 1 |
| Bok Financial Securities, Inc. | Tulsa, OK | Dec 2009 - Dec 2016 | 7 |
| Bokf, Na | Tulsa, OK | Dec 2009 - Dec 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- FL
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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