Michael Cowart (CRD# 6530118) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Mobile, AL and has over 8 years of experience in the finance industry.
CRD# 5798808
Eagle Strategies LLC
CRD# 1012439
Cadaret Grant & Co Inc.
CRD# 1420455
Kovack Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lion Street Financial | Mobile, AL | Jan 2022 - Current | 2 |
| Lion Street Advisors | Mobile, AL | Jan 2022 - Current | 2 |
| (dba) The Cowart Group | Mobile, AL | Jan 2021 - Current | 3 |
| Concourse Financial Group Securities (fka Proequities) | Mobile, AL | Aug 2020 - Current | 3 |
| Proequities Inc. | Mobile, AL | Aug 2017 - Current | 6 |
| Michael Cowart & Associates | Mobile, AL | Aug 2017 - Current | 6 |
| Jackson National Life Distributors, LLC | Nashville, TN | Aug 2015 - Aug 2017 | 2 |
| University Of Alabama | Tuscaloosa, AL | Aug 2014 - Jul 2015 | < 1 |
| Weaver Rentals | Tuscaloosa, AL | Jun 2014 - Aug 2014 | < 1 |
| University Of Alabama | Tuscaloosa, AL | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- AL
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Total Assets Under Management2,342MILLIONS
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Total Number of Accounts7,526ACCOUNTS
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Average Account Value$311,185
- 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)
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
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