Lowry Financial Services

Lowry Financial Services (CRD# 326722) is a financial advisory firm headquartered in , . They manage $25,812,038 in 59 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $437,492
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH, TX

Financial Advisors at Lowry Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Lowry, financial advisor Tierra Verde FL
Daniel G. Lowry
CRD#: 1200483
Tierra Verde, FL

Daniel Lowry (CRD# 1200483) is an Investment Advisor Representative working at Lowry Financial Services in Tierra Verde, FL and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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