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Grant Lowery

3 Years of Experience
Northville, MI
2 DisclosuresBroker

Grant Lowery is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Northville, MI, with 3 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

321 N. Center Street, Suite 100, Northville, MI, 48167

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History

Regulatory History (2)
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.
Financial
February 2019
Final
Financial
July 2018
Final
Other Business Activities

Grant works as an associate/employee at Scott Lowery, CPA, PC, handling office management and preparing tax returns. This takes about 10-20% of Grant's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2023 - Present · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
February 2023 - Present · 3 yrs 7 mos
State Registrations13 states
AZCACODCFLINKSMAMDMIMNNCVA
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.
Grant Lowery - Financial Advisor | TrueAdvisor