Nancy Mcghee Lowrey

Employer firm

Fsa Investment Group, LLC CRD 163641

$762M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2014 → Present
  Fsa Investment Group, Llc
  Atmore, AL
• 04/2014 → Present
  Fsa Risk & Benefits Llc
  Atmore, AL

Previous Registrations

• 2008-02-26 → 2012-04-10
  O'SUllivan Creel Wealth Advisors, Llp
  Atmore, AL
• 2005-07-18 → 2007-12-21
  Investment Advisors Asset Management, Llc
  Daphne, AL
• 2004-09-03 → 2005-02-24
  Creative Resources Investment Advisors Llc
  Warwick, RI

Other Businesses

(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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-05-10

Other Names

• Nancy Mcghee
• Nancy Lowrey
• Nancy M Lowrey