RL
CFP
RL
CFP

Reagan Lowrance

1 Year of Experience
Sulphur Springs, TX
Broker

Reagan Lowrance is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sulphur Springs, TX, with 1 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

513 Oak Avenue, Sulphur Springs, TX, 75482

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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.

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Other Business Activities

Reagan is a registered associate at Rising Wealth Management, LLC, a support company. This activity started in September 2023 and requires minimal time commitment.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2024 - Present · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
April 2024 - Present · 2 yrs 1 mo
State Registrations1 state
TX
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.