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Lowell Conner

Advisor at Fairway Investment Group, LLC

Updated today
Fairway Investment Group, LLC logo

Firm

Fairway Investment Group, LLC

Location

Newport, MI

Credentials

Series 66

Industry experience

10 years

Client services

Portfolio management Educational seminars or workshops

Fee options

Percentage

up to 1.5% annually, negotiable by program and client

Commissions

Clients may engage IARs as Registered Representatives to purchase commission products; commissions and 12b-1 fees may be received.

Other

Account minimum: $5,000 Fee-only: Advisory fees up to 1.5% annually, negotiable, paid quarterly in advance.

Work history

Fairway Investment Group, LLC

2017 - Present (9 years)

Paradigm Equities, Inc.

2017 - Present (9 years)

MEA Financial Services

2017 - Present (9 years)

UnEmployed

2016 - 2017 (1 year)

Yang Fang

2015 - 2016 (1 year)

Disclosures

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

Business activities & affiliations

Frank Z

CFP®, Series 66

Monroe, MI

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner

Monica W

CFP®, Series 63, Series 66

Monroe, MI

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Oil & Gas

Fred S

Series 66

Monroe, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Planning for children with special needs General retirement planning Wealth management

Jaue Hwa H

Series 63, Series 65

Riverview, MI

Merrill

Jaue Hwa Huang is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career with Merrill in 1991 and serves a diverse client base that includes national and global companies, small and medium-sized businesses, and individual clients. Her approach to wealth management focuses on understanding each client's personal goals through attentive listening and developing comprehensive strategies tailored to their objectives. Utilizing investment insights from Merrill and the banking services of Bank of America, she addresses multiple facets of clients' financial lives, specializing in areas such as personal retirement planning, portfolio management, and retirement income. Jaue Hwa holds a Bachelor of Science degree from Clemson University, a Master of Science from Rutgers University, and a Master of Arts from Central Michigan University. She maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Chinese, she participates actively in her community. She serves on the boards of the Dearborn Symphony Orchestra and the Salvation Army Metro Detroit Advisory Board, reflecting her commitment to community involvement. Outside of her professional work, Jaue Hwa enjoys music, traveling, and spending time with her family. Her philosophy centers on collaborating closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals.

Wealth management Retirement income strategy General retirement planning

Scott O

Series 66

Flat Rock, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Founder/Business Owner

Shawn S

Series 63, Series 66

Monroe, MI

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management
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