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Angela Lowery

27 Years of Experience
Jackson, TN
Broker

Angela Lowery is a registered investment advisor at Morgan Stanley, based in Jackson, TN, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1382 Union University Drive, Jackson, TN, 38305

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Angela owns six rental properties and spends minimal time on them annually. She is also the Secretary and a Board Member of the West Tennessee Pickleball Association, dedicating minimal time outside business hours to administrative and accounting tasks.

Employment History
Current Registrations
Morgan StanleyBroker
May 2015 - Present · 11 yrs
Morgan Stanley
May 2015 - Present · 11 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2007 - May 2015 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2007 - May 2015 · 7 yrs 8 mos
UBS Financial Services INC.
January 2004 - September 2007 · 3 yrs 8 mos
UBS Financial Services INC.Broker
August 2000 - September 2007 · 7 yrs 1 mo
J.C. Bradford & CO.Broker
March 1999 - August 2000 · 1 yr 5 mos
State Registrations27 states
AKALARAZCACOFLGAILINKSKYMOMSNCNENVNYOHOKPASCTNTXUTVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Angela Lowery - Financial Advisor | TrueAdvisor