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SL
SL

Scott a Lowe

Affinity Wealth LLC
15 Years of Experience
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Affinity Wealth LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
483 clients
Average Client Portfolio
$346K average
Assets Under Management
$167.0M

Location

4481 Munson St Nw, Suite 302, Canton, OH, 44718

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2014
Employment Separation After Allegations
January 2012
Employment Separation After Allegations
March 2009
Customer Dispute
February 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Scott is an insurance agent for multiple carriers, including Penn Mutual Life Insurance Company, through The Affinity Group, dedicating nearly full-time hours to insurance sales and service. He also owns and oversees renovations for rental properties through SAL Investment Properties and SSSL Investment Properties LLC, spending minimal time on these activities.

Employment History
Current Registrations
Affinity Wealth LLC
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
Affinity Wealth LLC
October 2016 - December 2020 · 4 yrs 2 mos
Integrated Wealth Management, INC.
November 2014 - December 2016 · 2 yrs 1 mo
Hornor, Townsend & Kent, INC.
April 2012 - October 2014 · 2 yrs 6 mos
MML Investors Services, LLC
March 2010 - February 2012 · 1 yr 11 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Scott A Lowe - Financial Advisor | TrueAdvisor