Alec
Lowell

A.G.P. / Alliance Global Partners

CRD#6327835
Investment Advisor
in Boca Raton, FL

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About this Advisor

Alec Lowell is a financial advisor based in Boca Raton, Florida, working with A.G.P. / Alliance Global Partners. Alec has previously held positions at Invest Financial Corporation, Lpl Financial LLC, and Alliance Global Partners. Alec has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Alec is part of A.G.P. / Alliance Global Partners, which operates out of Boca Raton, Florida. The firm has 15 offices and 283 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at A.G.P. / Alliance Global Partners includes asset-based and hourly fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Fountain Square 2700 N. Military Trail, Suite 230
Boca Raton, FL 33431

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A.G.P. / Alliance Global Partners Brokerage Details

Total Assets Under Management

$1,320,572,086

FL Average: $5,297,377,271
Total Number of Employees

283

FL Average: 35
Total Number of Accounts

5,220

FL Average: 690
Average Account Size

$252,983

FL Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Alec Lowell Work History

2021 - Present (3 years)

Alliance Global Partners

2018 - 2021 (3 years)

Lpl Financial LLC

2014 - 2018 (4 years)

Invest Financial Corporation

Disclosures

Please visit the SEC profile of Alec Lowell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at A.G.P / Alliance Global Partners

John Raho
New York, NY
Barry Mills
Boca Raton, FL
Cole Aaronson
New York, NY
Anthony Romano
Holmdel, NJ
Gregory Charlot
Boca Raton, FL
Eric Strominger
New York, NY
Alec Lowell
Boca Raton, FL
Kyle Jones
Boca Raton, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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