Daniel LowryCRD Number: 1200483
Current Firm: Commonwealth Financial Network
Daniel Lowry (CRD# 1200483) is an Investment Advisor Representative working at Commonwealth Financial Network in Kensington, NH and has over 32 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Commonwealth Financial Network
Signator Investors, Inc.
|Commonwealth Financial Network||Waltham, MA||Jan 2004 - Current||14|
|Lowry Financial Services||Boxford, MA||Jan 2004 - Oct 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1985|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- 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
- 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