Daniel G. Lowry

LOWRY FINANCIAL SERVICES

Tierra Verde, FL

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CRD#: 1200483

Professional summary

Daniel Gerard Lowry, who also goes by Daniel G Lowry, is a registered financial advisor currently at LOWRY FINANCIAL SERVICES located in Tierra Verde, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Daniel has worked at 5 firms and has passed the Series 63, SIE, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel G Lowry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Daniel Gerard Lowry insurance broker/agent/agency involved in insurance and annuity sales; Is the business investment related: Yes; Location of the business: 903 Pinellas Bayway S 106 Tierra Verde FL33715; Description of the business: I sell life insurance, health insurance, and annuities; Start date with business: 1983-06-06; Hours per month devoted to business during trading hours 20+/-; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10%.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Gerard Lowry's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 11, 2023 - Present

LOWRY FINANCIAL SERVICES

RIA

CRD#: 326722

Tierra Verde, FL

Past

January 12, 2004 - December 31, 2023

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Hampton, NH

Past

January 2, 2004 - October 16, 2023

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Hampton, NH

Past

February 26, 1988 - January 6, 2004

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

March 10, 1986 - March 7, 1988

TIER ONE PARTNERS, INC.

CRD#: 4090

Past

October 13, 1983 - May 12, 1987

NYLIFE SECURITIES LLC

CRD#: 5167

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/26/2023)

IAR

Massachusetts
(11/15/2023)

IAR

New Hampshire
(9/11/2023)

IAR

Texas
(12/20/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/13/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 22

Date: 6/13/1985

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 10/11/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LOWRY FINANCIAL SERVICES

LOWERY, DANIEL, GERARD | LOWRY, DANIEL, GERARD | LOWRY FINANCIAL SERVICES

CRD#: 326722 / SEC#:

Florida

Registered Investment Advisory firm - (9/26/2023 Approved)

Massachusetts

Registered Investment Advisory firm - (11/15/2023 Approved)

New Hampshire

Registered Investment Advisory firm - (7/12/2023 Approved)

Texas

Registered Investment Advisory firm - (12/8/2023 Conditional Restricted)

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Contact information

Main Address

Tierra Verde, FL

Mailing Address

Phone number

(603) 418-4948

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 27,961,010

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel G. Lowry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Gerard Lowry's CRS (Customer Relationship Summary).

Certified licenses

Experience

LOWRY FINANCIAL SERVICES

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

SECURIAN FINANCIAL SERVICES, INC.

TIER ONE PARTNERS, INC.

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/13/1985

SIE

Date: 10/1/2018

Series 22

Date: 6/13/1985

Series 6

Date: 10/11/1983

Current Firm

LOWRY FINANCIAL SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LOWRY FINANCIAL SERVICES

TRUST BUT VERIFY

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