Sean Lowe is a registered investment advisor at LPL Financial LLC, based in Carolina Beach, NC, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Carolina Beach, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean works for Vista Unified School District as a lacrosse coach since 2018. He also has a DBA for his LPL business, FSL Advisors Inc, since 2021.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations5 states
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