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 23 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 14 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 15 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 16 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 8 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 33 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 23 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 34 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 13 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.