Michael Phelan Lowe

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 02/2013 → Present
  Raymond James & Associates, Inc.
  Atlanta, GA

Previous Registrations

• 2006-01-23 → 2013-02-13
  Morgan Keegan & Company, Llc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

(1)Name of Business: Five Bridges Land LLC Address: 1902 Daniel Green ct., Smyrna, GA, 30080, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: No Start Date: 05/15/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Public School Employees' Retirement System Address: 1902 Daniel Green Court, Smyrna , GA, 30080, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 04/10/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Reviewing and making general recommendations for the management of the Public School Employees' Retirement System.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-13

Other Names

• Michael Phelan Lowe