Joseph
Mcdowell

Lion Street Advisors, LLC

CRD#5936511
Investment Advisor
in Memphis, TN

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About this Advisor

Joseph Mcdowell is an investment advisor based in Memphis, Tennessee. Currently an advisor with Lion Street Advisors, LLC, Mcdowell has 10 years of professional experience. Mcdowell has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Mcdowell can act as an advisor based out of Alabama and Tennessee. Throughout their career, Mcdowell has worked at Ambling Management Co, Securities Service Network, Fsc Securities Corporation and Private Client LLC. Lion Street Advisors, LLC is located in Memphis, Tennessee, and operates out of 27 additional offices throughout the nation. In aggregate, Lion Street Advisors, LLC oversees $821 million in assets covering 3,174 client accounts and employs more than 85 people. The level of assets currently under the firm's management places it among the bigger financial advisory firms in the United States. The firm manages 2,400 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lion Street Advisors, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6055 Primacy Parkway Suite 160
Memphis, TN 38119

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Lion Street Advisors, LLC Brokerage Details

Total Assets Under Management

$820,893,806

TN Average: $3,042,739,679
Total Number of Employees

85

TN Average: 49
Total Number of Accounts

3,174

TN Average: 2,315
Average Account Size

$258,631

TN Average: $1,314,358

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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

Joseph Mcdowell Work History

Joseph has 11 years of experience.

2011 - Present (9 years)

Fsc Securities Corporation

2012 - 2012 (< 1 year)

Private Client LLC

2011 - 2011 (< 1 year)

Securities Service Network

2009 - 2011 (2 years)

Ambling Management Co

Disclosures

Joseph Mcdowell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lion Street Advisors, LLC

Scott Tuxbury
Newton, MA
Joseph Mcdowell
Memphis, TN
Matthew Sweat
Dublin, GA
Thomas Horwat
Pittsburgh, PA
Jeffrey Tomaneng
Newton, MA
Lori Ellingson
Lake Oswego, OR
Kyle Wardlaw
Austin, TX
Robert Nienaber
Sacramento, CA

This content was compiled from the SEC and FINRA.

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