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RL

Roy B. Lowery

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CRD#: 1230391
RL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Roy Brinckerhoff Lowery, who also goes by Brinck Lowery, was a registered financial professional .

Roy is a previously registered financial professional and started their career in finance in 1985. Roy had worked at 1 firm and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brinck Lowery

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 23, 2008 - June 26, 2019

FOSTER DYKEMA CABOT & CO INC

RIA
CRD#: 11723
BOSTON, MA
Past

January 29, 1985 - April 27, 1987

FOSTER DYKEMA CABOT & CO INC

BD
CRD#: 11723

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/27/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


FD
FOSTER DYKEMA CABOT & CO INC
FOSTER DYKEMA CABOT & CO INC | FOSTER DYKEMA CABOT & CO., INCORPORATED

CRD#: 11723 / SEC#: 801-4380, 8-25102

BD
Terminated by FINRA on 04/27/1987
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Contact information


Main Address
Mailing Address
Phone number
Established
Massachusetts since 09/13/1963
Firm type
Corporation
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FOSTER DYKEMA CABOT AND CO., INCORPORATED FORM ADV PART 2A 02-20-19 (2/20/2019)

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.

Company Information


FOSTER DYKEMA CABOT & CO INC

CRD#: 11723

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