Melody
Lowe
Spc
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About this Advisor
Melody Lowe is a financial advisor who works out of Ottumwa, Iowa, with 12 years of experience as a financial advisor. Lowe currently works for Spc. Their career trajectory has included roles at Financial Partners, Inc, Vsr Financial Services, Inc, Vsr Advisory Services, Sigma Financial Corporation and Spc. Lowe maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Iowa. Spc is an advisory firm that has its headquarters in Ottumwa, Iowa. The investment advisory business has offices in 453 locations and a total of 628 advisors. It handles $7 billion in assets under management among its 36,841 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 22 charitable organizations. Of its 36,841 client accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in assets. The business offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely depend on which services are offered. However, fees billed by Spc may include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Spc Brokerage Details
$6,859,365,285
628
36,841
$186,188
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Answer a few questions to get a personalized match.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
- Educational seminars/workshops
- Other
Melody Lowe Work History
Melody has 12 years of experience.
Sigma Financial Corporation
Spc
Financial Partners, Inc
Vsr Advisory Services
Vsr Financial Services, Inc
Disclosures
Melody Lowe has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.