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Ronald Lowis

43 Years of Experience
Columbus, OH
Broker

Ronald Lowis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbus, OH, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4672 Larwell Drive, Columbus, OH, 43220

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
June 1990 - Present · 35 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 1990 - Present · 35 yrs 11 mos
Previous Registrations
Raymond James Financial Services
May 2004 - January 2009 · 4 yrs 8 mos
Prudential-Bache Securities INC.Broker
June 1983 - June 1990 · 7 yrs
Reliastar Financial Marketing CORP.Broker
March 1983 - November 1985 · 2 yrs 8 mos
Home Life Equity Sales CORP.Broker
March 1983 - July 1983 · 4 mos
State Registrations2 states
NYOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.