Advisor at Lowry Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lowry Financial Advisors
Location
Tioga, FL 32669
Credentials
ChFC®, Series 63, Series 66
Industry experience
44 years
Joseph Lowry is a ChFC® with 44 years of experience in the financial services industry. He is the president and co-owner of Lowry Financial Advisors and has held leadership roles at related entities including Lowry & Lowry, Inc. Lowry is also the author of the book "Thanks Mom." Lowry Financial Advisors is a small, three-advisor firm that provides financial planning and wealth management services to individuals, families, and retirement plans. The firm emphasizes planning-driven advice using portfolio analysis tools and offers project-based or ongoing retainer engagements rather than discretionary asset management.
Based on Lowry Financial Advisors
Based on Lowry Financial Advisors
Fixed fees for wealth management consulting, typically ranging from $500 to $20,000, negotiated prior to engagement.
Advisory Representatives receive commissions and/or advisory fees from securities products and insurance sold through Commonwealth Financial Network.
Up to $450 per hour for financial planning and wealth management advisory services.
Fee-only: Financial planning services offered on hourly fee basis up to $450 per hour; wealth management consulting may be hourly up to $450 per hour or fixed fees negotiated typically ranging from $500 to $20,000
12921 Sw 1 St Rd., Suite 215
Tioga, FL 32669
Florida
Lowry & Lowry, Inc.
2008 - Present (18 years)
Commonwealth Financial Network
2008 - Present (18 years)
Lowry Advisors, Inc.
1982 - Present (44 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
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Lentz Advisors
Series 63, Series 66
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Lowry Financial Advisors
Series 63, Series 65
Gainesville, FL
Lentz Advisors
Series 65
Gainesville, FL
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