Lowry Financial Advisors
Firm details
- Headquarters
- Tioga, Florida
- CRD number
- 132786
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Joseph Lowry
Senior PartnerCRD 729973

Joseph Lowry
Managing PartnerCRD 4400195

Cale Flage
Financial AdvisorCRD 6417273
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Value Financial Advisers, Inc.
RIAOrlando, FL
Inlet Private Wealth, LLC
RIAJupiter, FL
Sarasota Capital Strategies,Inc.
RIAOsprey, FL
Ingram Advisory Services, LLC
RIAWinter Haven, FL
Lafise Global Advisors LLC
RIAMiami, FL
Blue Line Capital Advisors
RIAPalm Beach Gardens, FL