Joshua Lowe, financial advisor Lakewood Ranch FL

Joshua Lowe

CRD Number: 3073223
Current Firm: Raymond James Financial Services Advisors, Inc.

Joshua Lowe (CRD# 3073223) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lakewood Ranch, FL and has over 25 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Cornerstone Capital Wealth Lakewood Ranch, FL Mar 2014 - Current 10
Cornerstone Capital Wealth Lakewood Ranch, FL Mar 2014 - Current 10
Raymond James Financial Services Advisors, Inc. Bradenton, FL May 2009 - Current 14
Raymond James Financial Services, Inc. Bradenton, FL Dec 2008 - Current 15
Rental Property Bradenton, FL Feb 2011 - Oct 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Aug 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joshua W. Lowe
Phone Number: 727-567-3020
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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