Robert Lowerre, financial advisor Houston TX

Robert Lowerre

CRD Number: 4711541
Current Firm: Willis Johnson & Associates, Inc.

Robert Lowerre (CRD# 4711541) is an Investment Advisor Representative working at Willis Johnson & Associates, Inc. in Houston, TX and has over 19 years of experience in the finance industry.

Similar Advisors
Matthew Goff, financial advisor Houston TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Similar Advisors
Scott Bishop, financial advisor Houston TX
Scott A. Bishop
CRD# 2687188
Hightower Advisors, LLC
Similar Advisors
Ashley Foster, financial advisor Houston TX
Ashley M. Foster
CRD# 5462249
Nxt:gen Financial Planning
Company Name Location Dates Years
Willis Johnson & Associates Houston, TX Jul 2020 - Current 3
Willis Johnson & Associates Houston, TX Jan 2005 - Jul 2020 15
Fsc Securities Corporation, Inc. Houston, TX Jun 2005 - Jan 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
Contact Info for Robert W. Lowerre
Phone Number: 713-439-1200
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    894
    MILLIONS
  • Total Number of Accounts
    1,796
    ACCOUNTS
  • Average Account Value
    $497,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, LA, TX

Ready to hire a financial advisor? Get competitive proposals from Robert Lowerre and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.