Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alvin? Claim Your ProfileAlvin Lowry is an active investment advisor representative with Cambridge Investment Research Advisors, Inc. Alvin has over 10 years of experience in the financial services industry. Alvin is registered with the Securities and Exchange Commission and holds the Series 6, 7, 24, 63, and 65 licenses. Alvin is also a member of the Financial Industry Regulatory Authority (FINRA). Alvin is a dedicated professional who is committed to providing clients with personalized financial advice and investment strategies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
SC
09/23/2021 - Present
Cambridge Investment Research Advisors, Inc. (Mount Pleasant SC)
SC
09/29/2016 - 06/18/2021
MML INVESTORS SERVICES, LLC (CHARLESTON SC)
SC
08/28/2012 - 08/08/2016
FIRST COMMAND FINANCIAL PLANNING, INC. (SUMTER SC)
IA
Issued 10/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2019
Series 24 - General Securities Principal Examination
BC
Issued 03/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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