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

• 2005-03-24 → 2013-02-13
  Morgan Keegan & Company, Llc
  Atlanta, GA
  Atlanta, GA
• 2000-08-14 → 2005-04-22
  Ubs Financial Services Inc.
  Atlanta, GA

Other Businesses

(1)Name of Business: Address: 4300 n Elizabeth ln, atlanta, GA, 30339, United States Activity Type: Personal/Private Investment Position/Title: Partner Investment Related: No Start Date: 05/20/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: we bought land and are passive investors (2)Name of Business: lowe land and timber Address: 2985 paces lake, atlanta, GA, 30339, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: No Start Date: 01/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: millpond farm and timber Address: 795 millpond rd , damascus, GA, 39841, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-10-06
• S63 Uniform Securities Agent State Law Examination
  1983-11-07

Other Names

• Mike Lowe