Logan
Lowrey
Kingswood Wealth Advisors, LLC
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About this Advisor
Logan Lowrey is a financial advisor working in Stockbridge, Georgia who has 1 year of industry experience. Lowrey is on the advisory team at Kingswood Wealth Advisors, LLC. During their career, Lowrey has held roles at Pnc Investments, Cape Securities, Inc, Benchmark Investments, Inc, Benchmark Advisory Services, LLC and Logan B Lowrey. Lowrey holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Alabama, California, Georgia, Maryland, Minnesota, North Dakota, South Carolina, Texas, Virginia and Wisconsin. Kingswood Wealth Advisors, LLC is a registered investment firm based out of San Diego, CA. The firm has offices in seven locations and a total of 82 employees. It has $969 million in assets under management among its 2,720 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 2,720 client accounts, just 13% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules are based on which service is offered. Fee types charged by Kingswood Wealth Advisors, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$969,372,131
82
2,720
$356,387
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Logan Lowrey Work History
Logan has been registered as a financial advisor for 1 years.*
Logan B Lowrey
Benchmark Investments, Inc
Benchmark Advisory Services, LLC
Cape Securities, Inc
Pnc Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Logan Lowrey 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 Kingswood Wealth Advisors, LLC
Denver, CO
Freeport, IL
Miami, FL
San Diego, CA
San Diego, CA
Miami, FL
Sugar Hill, NH
Spring, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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