Lowell Dever (CRD# 66548) is an Investment Advisor Representative working at Charter Advisory Corporation in Lacombe, LA and has over 34 years of experience in the finance industry.
CRD# 4945227
Second Line Capital, LLC
CRD# 6465278
Edward Jones
CRD# 5987927
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charter Advisory Corporation | Slidell, LA | Sep 2015 - Current | 8 |
| Lpl Financial LLC | Slidell, LA | Sep 2009 - Current | 14 |
| Self Employed | Slidell, LA | Jun 1989 - Current | 34 |
| Financial & Investment Management Advisors, Inc. | Covington, LA | Feb 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1990 |
- LA
-
Total Assets Under Management319MILLIONS
-
Total Number of Accounts954ACCOUNTS
-
Average Account Value$334,608
- 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
- Selection of other advisers (including private fund managers)
CO, FL, IN, KY, LA, MI, MO, NC, NE, OH, TX
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