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Gregory Alan Lowe

Lowe Wealth Advisors, LLC

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About Gregory Alan Lowe

Gregory Lowe is a financial advisor with Lowe Wealth Advisors, LLC. Gregory has been a financial advisor for over 25 years and has a wide range of experience in the financial services industry. Gregory holds Series 6, 7, 24, and 63 securities licenses and is a Certified Financial Planner. Gregory specializes in financial planning, investment management, and retirement planning. Lowe Wealth Advisors, LLC provides financial advice to a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

Firm Information

Gregory Lowe is currently registered with Lowe Wealth Advisors, LLC. Lowe Wealth Advisors, LLC is an independent investment advisory firm headquartered in Columbia, MD. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Lowe Wealth Advisors has approximately $403 million in regulatory assets under management. They are registered with the SEC and have 1 licensed agent and 6 investment adviser representatives.
Lowe Wealth Advisors, LLC

6230 OLD DOBBIN LANE

COLUMBIA, MD 21045

$403.50M

Assets Under Management

42

Total Clients

6

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Lowe’s Registration & Firm History

MD

11/24/2011 - Present

Lowe Wealth Advisors, LLC (COLUMBIA MD)

MD

11/15/1996 - 10/01/2008

ROYAL ALLIANCE ASSOCIATES, INC. (COLUMBIA MD)

MA

02/06/1995 - 11/20/1996

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

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Licenses & Designations

BC

Issued 02/03/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2000

Series 24 - General Securities Principal Examination

BC

Issued 05/15/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/03/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Alan Lowe.
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