Scott Lowry, financial advisor San Francisco CA

Scott Lowry

CRD Number: 313641
Current Firm: Portsmouth Financial Services, Inc.

Scott Lowry (CRD# 313641) is an Investment Advisor Representative working at Portsmouth Financial Services, Inc. in San Francisco, CA and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Portsmouth Financial Services San Francisco, CA May 1996 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1981
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Scott P. Lowry
Phone Number: 415-543-8500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $271,026
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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