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Lowell Langdon Morrison

Preferred Capital Securities, LLC

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About Lowell Langdon Morrison

Lowell Morrison is a financial professional with over 2 years of experience in the securities industry. Lowell is currently registered with Preferred Capital Securities, LLC. Previously, Lowell worked for Gladstone Securities, LLC in McLean, Virginia. Lowell holds FINRA Series 7, 63, and 65 licenses. Lowell is registered to provide securities related services in 19 states, including Georgia, Alabama, Florida, Illinois, and Indiana.

Firm Information

Lowell Morrison is currently registered with Preferred Capital Securities, LLC. Preferred Capital Securities, LLC is a Limited Liability Company that was formed in September 2013. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands, as well as with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

24

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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Lowell Morrison’s Registration & Firm History

GA

01/11/2024 - Present

Preferred Capital Securities, LLC (ATLANTA GA)

VA

06/03/2022 - 03/16/2023

GLADSTONE SECURITIES, LLC (MCLEAN VA)

GA

12/01/2020 - 11/01/2021

PREFERRED CAPITAL SECURITIES, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 12/21/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lowell Langdon Morrison.
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