Scott Lowery
Scott Lowery is a PFS-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in St Pete Beach, FL, with 26 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
Firm Size
IM Fee
Assets Under Management
Location
St Pete Beach, FL
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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.
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Scott is the treasurer and a board member of the Northville Historical Society, dedicating minimal time. He also owns Scott Lowery, CPA, PC, spending about a quarter to half of his time on this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Locust Street Securities, INC.Broker
Bma Financial Services, INC.Broker
State Registrations23 states
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