Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Lowrey is a financial advisor with LPL Financial LLC, a firm based in Fort Mill, South Carolina. Paul is registered in Florida, Texas, and a number of other states. Paul joined LPL Financial in January 2009, and prior to that was employed by Edward Jones. Paul has been in the financial services industry since January 2001. Paul is also a notary public in the state of Florida. Paul is a registered representative of LPL Financial LLC and an investment advisor representative of LPL Financial LLC. Paul’s specializations include 1, 2, 3, 4, 5, and 6.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/19/2013 - Present
LPL Financial LLC (CRESTVIEW FL)
FL
01/10/2001 - 01/08/2009
EDWARD JONES (FT WALTON BEACH FL)
BOTH
Issued 01/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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