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Fred Templeton Lowrance

LEE DANNER & BASS INC·NASHVILLE, Tennessee
SIE, Series 7, Series 26, Series 66, Series 86, Series 87CFAClean record11 years registeredLEE DANNER & BASS INC
3100 WEST END AVENUE, NASHVILLE, TN 37203CRD# 4339851Firm CRD# 111002

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Fred Templeton Lowrance · NASHVILLE, TN
Registration
CRD #4339851 · LEE DANNER & BASS INC · 11 years registered
Brand Profile
Not yet started
01

Career History

May 2015present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 26
Series 66
Series 86
Series 87
Registration record
First registered · May 8, 2015
Years registered · 11
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEE DANNER & BASS INC
CRD 111002 · SEC 801-30924
AUM
$1.5B
Regulatory assets under management
Employees
12
973 client accounts
Services offered by LEE DANNER & BASS INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Fred Templeton Lowrance offer?
Fred Templeton Lowrance specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Fred Templeton Lowrance's credentials?
Fred Templeton Lowrance holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Fred Templeton Lowrance located?
Fred Templeton Lowrance is based in NASHVILLE, Tennessee, working with LEE DANNER & BASS INC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Fred Templeton Lowrance charge for services?
Fred Templeton Lowrance's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEE DANNER & BASS INC?
LEE DANNER & BASS INC has approximately 12 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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