Daniel Lowry
Daniel Lowry is a ChFC-designated registered investment advisor at Lowry Financial Services, based in Tierra Verde, FL, with 42 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 30 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. LFS also offers pension consulting services for 0.50% annually.
Fee Estimator
Location
Tierra Verde, FL
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an insurance broker/agent/agency involved in insurance and annuity sales since 1983, selling life insurance, health insurance, and annuities. He spends about 10-20% of his time on this activity during trading hours.
Employment History
Current Registrations
Lowry Financial Services
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Securian Financial Services, INC.Broker
Brewster Securities INC.Broker
Nylife Securities INC.Broker
State Registrations4 states
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.