Fred T. Lowrance

LEE DANNER & BASS

Nashville, TN 37203

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CRD#: 4339851

Professional summary

Fred Templeton Lowrance JR is a registered financial advisor currently at LEE DANNER & BASS INC located in Nashville, Tennessee.

Fred is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Fred has worked at 5 firms and has passed the Series 66, SIE, Series 86, Series 87, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Fred Templeton Lowrance JR'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 8, 2015 - Present

LEE DANNER & BASS INC

Office #1: 3100 West End Avenue Suite 1250, Nashville, TN 37203

RIA

CRD#: 111002

Nashville, TN

Past

April 7, 2008 - April 23, 2015

AVONDALE PARTNERS, LLC

CRD#: 46838

NASHVILLE, TN

Past

February 20, 2007 - March 28, 2008

STERLING CAPITAL DISTRIBUTORS, LLC

CRD#: 103934

CHARLOTTE, NC

Past

May 18, 2005 - December 31, 2006

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

April 9, 2001 - August 12, 2004

BACAP DISTRIBUTORS, LLC

CRD#: 46088

CHARLOTTE, NC

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".

LEE DANNER & BASS INC

CRD#: 111002 / SEC#: 801-30924

RIA

Registered Investment Advisory firm - (11/27/1987 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
(5/8/2015)

IAR

Illinois
(5/8/2015)

IAR

Indiana
(5/8/2015)

IAR

Kentucky
(5/8/2015)

IAR

Missouri
(5/8/2015)

IAR

North Carolina
(5/8/2015)

IAR

Tennessee
(5/8/2015)

IAR

Texas
(5/8/2015)

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

IAR

Series 66

Date: 7/24/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/23/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 86

Date: 7/31/2008

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 7/7/2008

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 4/7/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 4/20/2007

Investment Company Products/Variable Contracts Principal Examination

Current Firm

LEE DANNER & BASS INC

CRD#: 111002 / SEC#: 801-30924

RIA

Registered Investment Advisory firm - (11/27/1987 Approved)

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Contact information

Main Address

3100 West End Avenue Suite 1250, Nashville, TN 37203

Mailing Address

Phone number

(615) 244-7775

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (12/9/2025)

Regulatory assets under management

Total Number of Accounts	1,010
AUM (Assets Under Management)	$ 1,758,980,045

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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Firm Stability Insights

Fred T. Lowrance

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fred Templeton Lowrance JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVONDALE PARTNERS, LLC

STERLING CAPITAL DISTRIBUTORS, LLC

FORESIDE FUND SERVICES, LLC

BACAP DISTRIBUTORS, LLC

Primary Firm SEC Registration

LEE DANNER & BASS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/24/2001

SIE

Date: 4/23/2015

Series 86

Date: 7/31/2008

Series 87

Date: 7/7/2008

Series 7

Date: 4/7/2001

Series 26

Date: 4/20/2007

Current Firm

LEE DANNER & BASS INC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEE DANNER & BASS INC

TRUST BUT VERIFY

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