Nancy M. Lowrey

FSA INVESTMENT GROUP

Pensacola, FL 32502

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CRD#: 4143727

Professional summary

Nancy Mcghee Lowrey, who also goes by Nancy M Lowrey, Nancy Lowrey, Nancy Mcghee, is a registered financial advisor currently at FSA INVESTMENT GROUP, LLC located in Pensacola, Florida.

Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Nancy has worked at 12 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nancy M Lowrey | Nancy Lowrey | Nancy Mcghee

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.

(1) SIZEMORE CREEK BEVERAGE COMPANY, NON-INVESTMENT RELATED, 216 TENNANT DRIVE, ATMORE, AL 36502, BEVERAGE COMPANY, OWNER, START DATE: 1/1/2009, 10 HOURS PER MONTH, 0 DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Mcghee Lowrey's CRS (Customer Relationship Summary).

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

May 7, 2012 - Present

FSA INVESTMENT GROUP, LLC

Office #1: 212 South Alcaniz Street, Pensacola, FL 32502

RIA

CRD#: 163641

Pensacola, FL

Past

February 26, 2008 - April 10, 2012

O'SULLIVAN CREEL WEALTH ADVISORS, LLP

RIA

CRD#: 128000

ATMORE, AL

Past

April 18, 2007 - October 1, 2007

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

ATMORE, AL

Past

November 29, 2006 - April 24, 2007

OSAIC WEALTH, INC.

CRD#: 23131

ATMORE, AL

Past

July 18, 2005 - December 21, 2007

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

RIA

CRD#: 128716

DAPHNE, AL

Past

June 3, 2005 - December 4, 2006

INVESTMENT ADVISORS & CONSULTANTS, INC.

CRD#: 7996

ATMORE, AL

Past

September 3, 2004 - February 24, 2005

CREATIVE RESOURCES INVESTMENT ADVISORS LLC

RIA

CRD#: 110484

WARWICK, RI

Past

September 9, 2003 - February 4, 2005

CR BROKER SERVICES, LLC

CRD#: 45753

WARWICK, RI

Past

June 6, 2003 - September 10, 2003

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

June 6, 2003 - September 10, 2003

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

November 9, 2000 - June 24, 2003

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

March 7, 2000 - October 2, 2000

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FSA INVESTMENT GROUP, LLC

FS ADVISORS INC. | FSA INVESTMENT GROUP, LLC

CRD#: 163641 / SEC#: 801-76511

RIA

Registered Investment Advisory firm - (4/30/2012 Approved)

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

Alabama
(5/7/2012)

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: 5/10/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/6/2000

General Securities Representative Examination

Current Firm

FSA INVESTMENT GROUP, LLC

FS ADVISORS INC. | FSA INVESTMENT GROUP, LLC

CRD#: 163641 / SEC#: 801-76511

RIA

Registered Investment Advisory firm - (4/30/2012 Approved)

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Contact information

Main Address

212 South Alcaniz Street, Pensacola, FL 32502

Mailing Address

Phone number

(850) 696-1550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR FS ADVISORS INC. (2/19/2025)

Regulatory assets under management

Total Number of Accounts	152
AUM (Assets Under Management)	$ 709,511,444

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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Advisor Monitoring

Firm Stability Insights

Nancy M. Lowrey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Mcghee Lowrey's CRS (Customer Relationship Summary).

Certified licenses

Experience

O'SULLIVAN CREEL WEALTH ADVISORS, LLP

PURSHE KAPLAN STERLING INVESTMENTS

OSAIC WEALTH, INC.

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

INVESTMENT ADVISORS & CONSULTANTS, INC.

CREATIVE RESOURCES INVESTMENT ADVISORS LLC

CR BROKER SERVICES, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

NYLIFE SECURITIES LLC

CETERA INVESTMENT SERVICES LLC

Primary Firm SEC Registration

FSA INVESTMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/10/2000

Series 7

Date: 3/6/2000

Current Firm

FSA INVESTMENT GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FSA INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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