April Rice Lowery

Employer firm

Kelman Lazarov Inc CRD 107727

$895M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• GENERAL CONSULTING 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

• 07/2016 → 09/2024
  Mutual Securities, Inc.
  Camarillo, CA
• 04/2016 → Present
  Kelman Lazarov Inc.
  Memphis, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-05
• S63 Uniform Securities Agent State Law Examination
  2005-11-17

Designations

• Certified Financial Planner

Other Names

• April Dawn Rice
• April Dawn Rice