LOWRY FINANCIAL ADVISORS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
TIOGA, Florida
CRD number
132786
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial Planning

Firm profile

FINTRX

Overview

Lowry Financial Advisors is a privately owned corporation that provides financial planning services. The firm is structured as an individual-owned business rather than a multi-state RIA platform, and it does not position itself as a capital allocator or pension consultant. Its fee arrangements include hourly charges, fixed fees and other non-asset-based billing options. FINTRX categorizes the firm as unclassified and indicates an industry affiliation with an insurance company, which aligns with the firm's use of insurance-linked products in client solutions. The firm is not identified as an active ESG investor.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • JOSEPH LOWRY

    ​Senior PartnerCRD 729973

  • JOSEPH LOWRY

    Managing PartnerCRD 4400195

  • CALE FLAGE

    Financial AdvisorCRD 6417273

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TIOGA, FL

ALACHUA

Location

TIOGA, FL

Headquartered in TIOGA, FL, anchoring the Gainesville-Lake City, FL metro in the South.

Metro area
Gainesville-Lake City, FL
Region
South
County
ALACHUA
Address
12921 SW 1st Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth