Unclaimed
Mccrary Lowe is an investment advisor representative with Gibraltar Capital Management, Inc. Mccrary has been in the industry for over 25 years and has experience working with individuals, high-net-worth individuals, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. Mccrary has a Series 7 and Series 63 license and is a Chartered Financial Analyst. Mccrary is also a board member of the Oklahoma Law Enforcement Retirement System. Gibraltar Capital Management, Inc. is an investment advisory firm that provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. The firm has approximately $750 million in assets under management.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OK
03/28/2006 - Present
Gibraltar Capital Management, Inc. (TULSA OK)
AR
07/12/2000 - 08/13/2002
ARVEST ASSET MANAGEMENT (ROGERS AR)
FL
10/28/1999 - 06/30/2000
AMERICAN MUNICIPAL SECURITIES, INC. (ST. PETERSBURG FL)
OK
02/17/1999 - 08/30/1999
BOSC, INC. (TULSA OK)
NY
10/14/1997 - 11/23/1998
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
AR
11/15/1994 - 08/28/1997
LLAMA COMPANY (FAYETTEVILLE AR)
BC
Issued 03/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mccrary Lowe is the right advisor for you? Invested Better is here to help.