Angela Lowery, financial advisor Jackson TN
93 score

Angela Lowery

CRD Number: 3177090
Current Firm: Morgan Stanley

Angela Lowery (CRD# 3177090) is an Investment Advisor Representative working at Morgan Stanley in Jackson, TN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, Natioinal Assoication New York, NY Jul 2015 - Current 1
Morgan Stanley Jackson, TN May 2015 - Current 1
Bank Of America, N.a. Jackson, TN Dec 2009 - Current 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jackson, TN Sep 2007 - Current 9
Ubs Financial Services Inc. Jackson, TN Aug 2000 - Sep 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Angela D. Lowery
Phone Number: 914-225-5510
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • 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, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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