Brian Lowry
Brian Lowry is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Burlington, VT, with 8 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
Firm Size
IM Fee
Assets Under Management
Location
346 Shelburne Street, Suite 501, Burlington, VT, 05401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a finance/investment committee member for Burlington Country Club and a board/finance/investment committee member for Greater Burlington YMCA, dedicating a few hours per week to each. He is also an employee of Hickok & Boardman Capital Management, spending minimal time on this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Hickok & Boardman Capital Management
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Crestwood Advisors
State Registrations15 states
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