Unclaimed Profile

Nancy Mcghee Lowrey

FSA INVESTMENT GROUP, LLC·PENSACOLA, Florida

Series 7, Series 63Clean record21 years registeredFSA INVESTMENT GROUP, LLC

212 SOUTH ALCANIZ STREET, PENSACOLA, FL 32502CRD# 4143727Firm CRD# 163641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nancy Mcghee Lowrey · PENSACOLA, FL

Registration

CRD #4143727 · FSA INVESTMENT GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

FSA INVESTMENT GROUP, LLC

May 2012 – present

O'SULLIVAN CREEL WEALTH ADVISORS, LLP

Feb 2008 – Apr 2012

ATMORE, AL

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

Jul 2005 – Dec 2007

DAPHNE, AL

CREATIVE RESOURCES INVESTMENT ADVISORS LLC

Sep 2004 – Feb 2005

WARWICK, RI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · September 3, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FSA INVESTMENT GROUP, LLC

CRD 163641 · SEC 801-76511

AUM

$598M

Regulatory assets under management

Employees

143 client accounts

Services offered by FSA INVESTMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FSA INVESTMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Nancy Mcghee Lowrey offer?

Nancy Mcghee Lowrey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PENSACOLA, Florida for a consultation.

What are Nancy Mcghee Lowrey's credentials?

Nancy Mcghee Lowrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nancy Mcghee Lowrey located?

Nancy Mcghee Lowrey is based in PENSACOLA, Florida, working with FSA INVESTMENT GROUP, LLC. Their office serves clients in the PENSACOLA metropolitan area and surrounding communities.

How does Nancy Mcghee Lowrey charge for services?

Nancy Mcghee Lowrey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FSA INVESTMENT GROUP, LLC?

FSA INVESTMENT GROUP, LLC has approximately 9 employees and manages $598M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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