Robert Lowney is a registered investment advisor, based in Hadley, MA, with 35 years of industry experience.
Location
Hadley, MA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2002Pending
Other Business ActivitiesSells Insurance
Robert sells equity indexed annuities through Avantax Insurance Agency LLC and as part of his financial planning services. He owns Hadley Tax & Financial and is opening a second tax office location, dedicating about 10-20% of his time to overseeing the satellite office.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
June 2012 - September 2025 · 13 yrs 3 mos
Avantax Investment Services, INC.Broker
March 2012 - September 2025 · 13 yrs 6 mos
MML Investors Services, LLCBroker
October 2000 - March 2012 · 11 yrs 5 mos
Prime Capital Services, INC.Broker
February 1999 - October 2000 · 1 yr 8 mos
Royal Alliance Associates, INC.Broker
March 1997 - February 1999 · 1 yr 11 mos
Commonwealth Equity Services, INC.Broker
December 1992 - March 1997 · 4 yrs 3 mos
Travelers Equities Sales, INC.Broker
June 1992 - December 1992 · 6 mos
Pruco Securities CorporationBroker
December 1989 - March 1992 · 2 yrs 3 mos
The Prudential Insurance Company of AmericaBroker
December 1989 - March 1992 · 2 yrs 3 mos
State Registrations4 states
CACTMAME
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.