Reagan Mikaela Lowrance

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 06/2019 → 08/2019
  Stavis & Cohen Financial
  Houston, TX
• 09/2016 → 08/2021
  Texas Tech University
  Lubbock, TX
• 08/2021 → 09/2023
  Unemployed
  Lubbock, TX
• 04/2016 → 06/2019
  Unemployed
  Lubbock, TX
• 09/2023 → Present
  Raymond James Financial Services, Inc.
  Sulphur Springs, TX
• 07/2024 → Present
  Raymond James Financial Services Advisors, Inc
  Sulphur Springs, TX

Other Businesses

(1)Name of Business: Rising Wealth Management Address: 513 Oak Ave, Sulphur Springs, TX, 75482-4131, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/11/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Analyst

Exams

• S66 Uniform Combined State Law Examination
  2024-06-20

Designations

• Certified Financial Planner