Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
56 years
Location
Slidell, LA
Charter Advisory Corporation
Team
Lowell Dever is a financial advisor with Charter Advisory Corporation in Slidell, LA, holding a Series 63 designation and over 56 years of industry experience. He has been with Charter Advisory Corporation since 2015 and has worked with LPL Financial LLC since 2009. Outside of his advisory roles, he is licensed in life and health insurance through Dever & Associates. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves both retail and high-net-worth clients through a multi-advisor team approach.
Based on Charter Advisory Corporation
$0+: MAS: up to 2.95% (2.35% advisory + 0.60% manager fee) $0+: OMP: up to 2.5% $0+: PWP: up to 2.95% (2.35% advisory + 0.60% manager fee) $0+: MWP: up to 2.95% (2.35% advisory + 0.60% manager fee) $0+: GWP: up to 1.35% (0.35% LPL program fee + up to 1.00% advisor fee) $0+: Solicitation/referral services to third party investment advisers: generally 0.75% to 3.0%, negotiable
Associated persons may receive commissions for securities and insurance sales separately from advisory fees
Financial planning hourly rates from $45 to $300; isolated transaction advice $125 to $300 per hour after minimum fee
Minimum fee: Financial planning fees require a deposit up to $1,200; investment advice on isolated transactions has a minimum fee of $325 Fee-only: Financial planning fees based on complexity and hourly rates ranging from $45 to $300; isolated transaction advice hourly fees $125-$300 after minimum $325 fee
Slidell, LA
Slidell LA
Advisors at this office
1
Louisiana
56 years of industry experience
Charter Advisory Corporation
2015 - Present • 11 years
Slidell, LA
LPL Financial
2009 - Present • 17 years
Slidell, LA
SELF EMPLOYED
1989 - Present • 37 years
Slidell, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Series 66
Slidell, LA
Consortium Private Wealth LLC
Jason Reeves is a financial advisor with Consortium Private Wealth LLC and holds a Series 66 designation. He has eight years of industry experience and has worked at firms including Cetera Investment Services LLC, Regions Bank, and Equitable Advisors LLC. Outside of his advisory role, he is involved in residential housing research for an LLC focused on home renovation and rental. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm manages a small client roster with a multi-advisor team and emphasizes non-discretionary portfolio management tailored to client objectives.
Series 65
Slidell, LA
Brooklyn FI, LLC
Janae' Bridges is a financial advisor at Brooklyn FI, LLC with a Series 65 designation and three years of industry experience. Her prior roles include positions at AE Wealth Management, Gregory Ricks & Associates, JECohen & CO., LLC, and a five-year tenure at the State of Wyoming. Brooklyn FI serves individual and high-net-worth clients, offering investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and aggregates clients’ held-away assets for comprehensive portfolio oversight.
Series 63, Series 65
Slidell, LA
Summit Financial Wealth Advisors
Paul Guidry is a financial advisor with Summit Financial Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at ADG Wealth Management, Triad Advisors, and Industrial Management Group, Inc. Outside of advising, he owns and manages a small business consulting and management firm serving closely held businesses. Summit Financial Wealth Advisors offers discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm provides a range of services including pension consulting, outsourced business management, and divorce financial consulting, utilizing a mix of analytical approaches and customized strategies overseen by an investment committee.
Slidell, LA
Consortium Private Wealth LLC
Michael Christy is a financial advisor with Consortium Private Wealth LLC and holds 18 years of industry experience. He serves as Chairman and CEO of The Consortium, LLC, a business involved in fixed life insurance and group benefits sales. Christy has worked at several firms including Ameritas Investment Corp. and Mass Mutual Investors Services. Consortium Private Wealth LLC caters primarily to high-net-worth individuals, trusts, retirement plans, and corporate clients. The firm employs a multi-advisor team approach with a focus on non-discretionary portfolio management and provides a range of services including asset management, financial planning, retirement plan consulting, and specialized corporate and tax-oriented planning.
CFP®, ChFC®, Series 66
Slidell, LA
Consortium Private Wealth LLC
Joseph Mitchell is a financial advisor at Consortium Private Wealth LLC with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Pruco Securities, LLC and Prudential Insurance Company of America from 2011 to 2023. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients with a small client roster managed by a four-advisor team. The firm emphasizes tailored portfolios, primarily on a non-discretionary basis, and offers comprehensive financial planning, asset management, and specialized corporate and tax-oriented services.
Series 63, Series 66
Slidell, LA
Consortium Private Wealth LLC
Eric Hite is a financial advisor at Consortium Private Wealth LLC with 18 years of industry experience. His prior roles include positions at Crown Capital Securities LP, ValMark Securities, Inc., Valmark Advisers, Inc., and Questar Capital Corporation. He holds Series 63 and Series 66 licenses. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients with a focus on tailored asset management, financial planning, and consulting services. The firm primarily manages non-discretionary portfolios and offers a range of corporate and tax-oriented planning services.
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