Daniel Lowry, financial advisor Tierra Verde FL

Daniel Lowry

CRD Number: 1200483
Current Firm: Lowry Financial Services

Daniel Lowry (CRD# 1200483) is an Investment Advisor Representative working at Lowry Financial Services in Tierra Verde, FL and has over 38 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lowry Financial Services Tierra Verde, FL Apr 2023 - Current < 1
Commonwealth Financial Network Waltham, MA Jan 2004 - Dec 2023 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
Contact Info for Daniel G. Lowry
Phone Number: 603-418-4948
Registered State(s):
  • FL
  • MA
  • NH
  • TX
Current Firm Details
Lowry Financial Services
Firm's CRD Number: 326722
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $437,492
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, MA, NH, TX

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