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Michael Lowe

20 Years of Experience
Atlanta, GA
Broker

Michael Lowe is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

901 Circle Pkwy SE, Suite 445, Atlanta, GA, 30339

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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

Michael is involved with two outside business activities. He is an investor in Five Bridges Land LLC and an advisory board member for the Public School Employees' Retirement System, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
January 2006 - February 2013 · 7 yrs 1 mo
Morgan Keegan & Company, INC.Broker
December 2005 - February 2013 · 7 yrs 2 mos
State Registrations16 states
ALCTFLGAILKYLAMAMSNCNYOKSCTNVAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.