James Lowe (CRD# 6189104) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Homewood, AL and has over 10 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Unlimit, LLC | Homewood, AL | Oct 2023 - Current | < 1 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Feb 2023 - Current | 1 |
| Ameritas Investment Corp | Lincoln, NE | Jul 2013 - Current | 10 |
| Nowlin And Associates | Lincoln, NE | Nov 2011 - Current | 12 |
| Ameritas Life Insurance | Lincoln, NE | Nov 2011 - Current | 12 |
| The Ascent Group | Homewood, AL | May 2021 - Feb 2023 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- AL
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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