Lowell Wealth Management

Lowell Wealth Management (CRD# 24913) is a financial advisory firm headquartered in Lubbock, TX. They manage $39,792,481 in 238 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $167,195
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Lowell Wealth Management
Showing 1 - 9 of 9 top financial advisors.
1
Julie S. Canon
CRD#: 2459029
4021 84th St, Suite 100, Lubbock, TX 79423
93
Wealthminder
score

Julie Canon (CRD# 2459029) is an Investment Advisor Representative working at Lowell Wealth Management in Lubbock, TX and has over 22 years of experience in the finance industry.

2
Timothy E. Gristy
CRD#: 4655721
4021 84th St, Suite 100, Lubbock, TX 79423
93
Wealthminder
score

Timothy Gristy (CRD# 4655721) is an Investment Advisor Representative working at Lowell Wealth Management in Lubbock, TX and has over 13 years of experience in the finance industry.

3
Hatley J. Harrell
CRD#: 4594137
4603 89th, Lubbock, TX 79424
93
Wealthminder
score

Hatley Harrell (CRD# 4594137) is an Investment Advisor Representative working at Lowell Wealth Management in Lubbock, TX and has over 14 years of experience in the finance industry.

4
Gary C. Jack
CRD#: 4379235
Fort Worth, TX
93
Wealthminder
score

Gary Jack (CRD# 4379235) is an Investment Advisor Representative working at Lowell Wealth Management in Fort Worth, TX and has over 15 years of experience in the finance industry.

5
Charles G. Morgan
CRD#: 5522992
4021 84th St, Suite 100, Lubbock, TX 79423
93
Wealthminder
score

Charles Morgan (CRD# 5522992) is an Investment Advisor Representative working at Lowell Wealth Management in Lubbock, TX and has over 7 years of experience in the finance industry.

6
Leonard G. Morgeson
CRD#: 1230450
4021 84th St, Suite 100, Lubbock, TX 79423
93
Wealthminder
score

Leonard Morgeson (CRD# 1230450) is an Investment Advisor Representative working at Lowell Wealth Management in Lubbock, TX and has over 32 years of experience in the finance industry.

7
Kathleen M. Williams-Price
CRD#: 2450125
4021 84th St, Suite 100, Lubbock, TX 79423
83
Wealthminder
score

Kathleen Williams-Price (CRD# 2450125) is an Investment Advisor Representative working at Lowell Wealth Management in Lubbock, TX and has over 22 years of experience in the finance industry.

8
William H. Lowell
CRD#: 1158722
4021 84th St, Suite 100, Lubbock, TX 79423
73
Wealthminder
score

William Lowell (CRD# 1158722) is an Investment Advisor Representative working at Lowell Wealth Management in Lubbock, TX and has over 33 years of experience in the finance industry.

9
Jody B. Bowers
CRD#: 4798818
4021 84th St, Suite 100, Lubbock, TX 79423
68
Wealthminder
score

Jody Bowers (CRD# 4798818) is an Investment Advisor Representative working at Lowell Wealth Management in Lubbock, TX and has over 12 years of experience in the finance industry.

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