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Michael Lowe

47 Years of Experience
Atlanta, GA
Broker

Michael Lowe is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 47 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

901 Circle Pkwy SE, Suite 445, Atlanta, GA, 30339

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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

Michael is a partner in a land investment since 2011, dedicating minimal time. He also has a timber investment since 2010 and is involved in agriculture/farming since 2019, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
March 2005 - February 2013 · 7 yrs 11 mos
Morgan Keegan & Company, INC.
March 2005 - February 2013 · 7 yrs 11 mos
UBS Financial Services INC.
August 2000 - April 2005 · 4 yrs 8 mos
UBS Financial Services INC.Broker
August 2000 - April 2005 · 4 yrs 8 mos
J.C. Bradford & CO.Broker
February 1995 - August 2000 · 5 yrs 6 mos
The Robinson-Humphrey Company INC.Broker
November 1978 - February 1995 · 16 yrs 3 mos
State Registrations10 states
ALCODCDEFLGALANYTXWV
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.