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Cynthia Wharton Lowry

Avantax Investment Services, Inc.

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About Cynthia Wharton Lowry

Cynthia Wharton Lowry has been in the financial services industry since December 1989. She is currently registered with Avantax Investment Services, Inc. and has previously been registered with Securities America, Inc., Investors Security Company, Inc., and First American National Securities, Inc. Cynthia Wharton Lowry is licensed to sell securities in Delaware, Florida, Kentucky, North Carolina, Virginia, and West Virginia.

Firm Information

Cynthia Lowry is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Cynthia Lowry’s Registration & Firm History

VA

06/06/2018 - Present

Avantax Investment Services, Inc. (Richmond VA)

VA

12/07/2012 - 04/12/2018

SECURITIES AMERICA, INC. (RICHMOND VA)

VA

01/01/1998 - 12/07/2012

INVESTORS SECURITY COMPANY, INC. (RICHMOND VA)

VA

12/09/1991 - 11/24/1997

INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)

GA

04/20/1989 - 07/18/1991

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 03/17/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cynthia Wharton Lowry.
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