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Lowell Conner

Fairway Investment Group, LLC

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About Lowell Conner

Lowell Conner is a registered investment advisor representative with Fairway Investment Group, LLC. Lowell Conner has been in the financial services industry since 2014 and is licensed to provide investment advice in Florida, Michigan, and Ohio. Lowell Conner has passed the Series 66, Series 7, and SIE exams. Lowell Conner has previous experience with EDWARD JONES and MEA Financial Services.

Firm Information

Lowell Conner is currently registered with Fairway Investment Group, LLC. Fairway Investment Group, LLC is an investment advisor with 24 licensed agents and 23 investment advisor representatives. They manage approximately $51 million in assets for 523 individual clients. They offer educational seminars and portfolio management for individuals.

$51.00M

Assets Under Management

Not reported

Total Clients

22

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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Lowell Conner’s Registration & Firm History

MI

12/09/2016 - Present

Fairway Investment Group, LLC (NEWPORT MI)

MI

07/15/2014 - 05/12/2015

EDWARD JONES (NEWPORT MI)

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Licenses & Designations

BOTH

Issued 08/08/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lowell Conner.
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