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
CWA ASSET MANAGEMENT GROUP
RIANAPLES, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIAST PETERSBURG, FL
NOVAK & POWELL FINANCIAL SERVICES, INC.
RIAST PETERSBURG, FL
LIVINGSTON FINANCIAL PLANNING, INC.
RIASANTA ROSA BEACH, FL
FAIRHOLME CAPITAL MANAGEMENT, L.L.C.
RIASOUTH MIAMI, FL
FOGEL CAPITAL MANAGEMENT INC
RIASTUART, FL