Joseph Lowry
Joseph Lowry is a ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Tioga, FL, with 44 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
12921 South West 1st Road, Suite 215, Tioga, FL, 32669
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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
Joseph is president and 100% owner of The Lowry Group, Inc., a holding corporation for Lowry Insurance Services, Inc.; Lowry & Lowry, Inc.; and Lowry Financial Advisors, Inc. He also co-owns Lowry Financial Advisors, Inc. and Lowry & Lowry, Inc., and sells fixed insurance through Lowry Insurance Services, Inc., dedicating minimal time to this activity. Joseph is also an associate with LegalShield and the author of a book.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Lowry Financial Advisors
Previous Registrations
Investacorp Advisory Services INC
Investacorp, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Princor Financial Services CorporationBroker
Manequity, INC.Broker
Bevill, Bresler & Schulman IncorporatedBroker
Uslife Equity Sales CORP.Broker
Young, Stovall and CompanyBroker
St. Paul Investors, INC.Broker
State Registrations20 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.