Alec Spencer Lowell

A.G.P / Alliance Global Partners

11 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

A.G.P / Alliance Global Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

123 advisors

Number of Clients

5,849 clients

Average Client Portfolio

$289K average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

Location

Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL, 33431

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Alec is involved in several investment-related DBAs, including A.I.D. Wealth Management, The A.I.D. Group, The 401(K)ompany, Lowell Newman, Dynamic Life Insurance Strategies, and Advisors Insurance Design. He also operates ASL Financial LLC to receive fees, and dedicates nearly full-time hours to securities trading and sales.