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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lowry is a financial advisor with over 30 years of experience in the industry. Robert has been with LPL Financial LLC since October 2016, having previously worked with Investment Centers of America, Inc. and U.S. Bancorp Investments, Inc. Robert is registered with the state of California and is a Registered Representative. Robert is licensed to offer investment advice and products in California, Idaho, Nevada, and Utah. He has been a financial advisor since 1983.
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.
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2
ID
01/01/2025 - Present
LPL Financial LLC (STAR ID)
CA
02/11/2009 - 09/14/2016
INVESTMENT CENTERS OF AMERICA, INC. (STOCKTON CA)
CA
09/22/2005 - 01/07/2009
U.S. BANCORP INVESTMENTS, INC. (MODESTO CA)
MN
10/13/2003 - 08/22/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CA
06/02/1994 - 11/07/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
05/30/1992 - 12/23/1993
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
VA
03/30/1990 - 06/30/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
06/10/1989 - 03/20/1990
FIRST IMPERIAL INVESTOR SERVICES, INC.
NA
12/22/1986 - 03/07/1989
ASSOCIATED PLANNERS SECURITIES CORPORATION
NA
06/20/1984 - 01/20/1987
DEAN WITTER REYNOLDS INC.
NA
03/23/1983 - 04/04/1984
IDS MARKETING CORPORATION
BC
Issued 07/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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