Lowell Macher (CRD# 2846041) is an Investment Advisor Representative working at Magnolia Financial Planning Services, Inc. in Seneca, SC and has over 27 years of experience in the finance industry.
CRD# 6714168
Edward Jones
CRD# 4456936
Apex Capital Management LLC
CRD# 6620152
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Veridos Capital LLC | Tamarac, FL | Aug 2023 - Current | < 1 |
| Penn Mutual Life Ins Co | Anderson, SC | Sep 2000 - Current | 23 |
| Magnolia Financial Planning Services Inc. | Seneca, SC | Jan 2000 - Current | 24 |
| Minnesota Mutual Life Insurance Company | St Paul, MN | Dec 1997 - Current | 26 |
| Dominion Mortgage & F/s Inc. | Anderson, SC | Jun 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1997 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1999 |
- FL
- GA
- NC
- SC
-
Total Assets Under Management174MILLIONS
-
Total Number of Accounts257ACCOUNTS
-
Average Account Value$677,951
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, NC, NH, SC, TX
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