Alec Lowell
Alec Lowell is a registered investment advisor at A.G.P / Alliance Global Partners, based in Boca Raton, FL, with 12 years of industry experience. Alec is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are negotiable and range up to 3% for the Portfolio Adviser II and EPC programs, up to 2% for the Wrap Fee Program, and up to 2.5% for other third-party management programs.
Fee Estimator
Location
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL, 33431
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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.
Learn about disclosures →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.
Employment History
Current Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations11 states
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
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