Khanh Lowery
Khanh Lowery is a registered investment advisor at Cetera Investment Advisers LLC, based in Safety Harbor, FL, with 28 years of industry experience. Khanh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
129 6th Ave North, Safety Harbor, FL, 34695-3532
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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
Khanh is an Ameritas agent selling and marketing insurance products, dedicating a few hours per week. Khanh is also an owner/CPA at Lowery, Weldon & Company, CPAs, P.A., spending about a quarter of their time processing accounts payable invoices and handling tax matters. Additionally, Khanh promotes HSA health plans to clients for a few hours per week, manages a rental condominium unit, and owns KPT Investments LLC, a real estate holding company, spending minimal time on the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Investment Advisory Services, INC.
Hochman & Baker Securities, INC.Broker
Rogan & Associates, INC.
Rogan & Associates, INC.Broker
State Registrations2 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.