Lion Street Advisors, LLC
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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
Years of Experience
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Lion Street Advisors, LLC Brokerage Details
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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.
Fsc Securities Corporation
Private Client LLC
Securities Service Network
Ambling Management Co
Joseph Mcdowell has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lion Street Advisors, LLC
Lake Oswego, OR