Paul E. Lowrey

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → Present
  Lpl Financial
  Crestview, FL

Previous Registrations

• 2007-01-26 → 2009-01-08
  Edward Jones
  Shalimar, FL

Other Businesses

(1) 02/02/2012 - DBA ONLY / LOWREY FINANCIAL SERVICES (2) 05/28/2013 - NOTARY PUBLIC - 1% OF TIME SPENT - CRESTVIEW, FL (3) 03/30/2015 - LEGAL SHIELD - GENERAL AGENT/SALES - PRE-PAID LEGAL - TIME SPENT 10 HOURS PER MONTH - CRESTVIEW, FL

Exams

• S66 Uniform Combined State Law Examination
  2007-01-16
• S63 Uniform Securities Agent State Law Examination
  2001-01-12