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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Lowry is an investment advisor representative at Brightpath Wealth Advisors LLC. Fred Lowry is registered in North Carolina as an Investment Advisor Representative and holds a Series 65 license. Fred Lowry has worked in the financial services industry since 2011 and holds specializations in retirement planning, college savings, financial planning, and estate planning. Fred Lowry also provides financial planning, educational seminars and selection of other advisors services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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MD
03/23/2021 - Present
Brightpath Wealth Advisors LLC (CROFTON MD)
IA
Issued 02/19/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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