user avatar

Joseph Lowry Jr.

Advisor at Lowry Financial Advisors

Updated today
Lowry Financial Advisors logo

Firm

Lowry Financial Advisors

Location

Tioga, FL 32669

Credentials

Series 63, Series 66

Industry experience

23 years

About

Joseph Lowry Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been a co-owner and principal at Lowry & Lowry, Inc. since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and back-office support, including investment management, compliance, and technology services, enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

Client services

Based on Lowry Financial Advisors

Financial planning Wealth management consulting services

Expertise

Based on Lowry Financial Advisors

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Debt management

Fee options

Fixed

Fixed fees for wealth management consulting, typically ranging from $500 to $20,000, negotiated prior to engagement.

Commissions

Advisory Representatives receive commissions and/or advisory fees from securities products and insurance sold through Commonwealth Financial Network.

Project-based

Up to $450 per hour for financial planning and wealth management advisory services.

Other

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

Location

12921 Sw 1 St Rd., Suite 215

Tioga, FL 32669

Most active in

Florida · Texas

Work history

Lowry & Lowry, Inc.

2008 - Present (18 years)

Commonwealth Financial Network

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")