Scott Christopher Lowry

Advisor at Edward Jones — Crowley, LA N Parkerson Ave

Updated today

Credentials

Series 66

Experience

17 years

Location

Crowley, LA 70526-5056

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,147 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Scott Lowry is a financial advisor with Edward Jones in Crowley, LA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is the owner of VGT Holdings, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Crowley, LA N Parkerson Ave

320 N Parkerson Ave

Crowley LA 70526-5056

Advisors at this office

1

Most active in

Louisiana · Texas

Work history

17 years of industry experience

Edward Jones

2009 - Present • 17 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Michael F

Series 66

Crowley, LA

Kovack Advisors, Inc.

Michael Fontenot is a financial advisor at Kovack Advisors, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2009. Outside of advisory work, he serves on the boards for LSUE Community College Foundation and John Paul the Great Academy, and also officiates high school basketball games. Kovack Advisors, Inc. is a multi-team registered investment adviser serving a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities. The firm employs an Envestnet-supported workflow utilizing internal and third-party managers to construct and monitor client portfolios across multiple custodians and execution venues.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Stanley K

Series 63, Series 65

Crowley, LA

Kovack Advisors, Inc.

Stanley Keyes is a financial advisor at Kovack Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Securities, Inc. and Kovack Advisors, Inc. since 2009, following prior roles at FSC Securities Corporation and Pan-American Investment Advisers, Inc. Outside of his advisory work, he engages in tax preparation and brokerage through his own firm, Keyes Financial Services, and is active as a lay missionary delivering speaking engagements. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs through Envestnet-supported workflows and a combination of internally created and third-party investment models.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Kimberly G

Series 63, Series 65

Iota, LA

Tlg Advisors, Inc.

Kimberly Galbraith is a financial advisor with TLG Advisors, Inc. She holds the Series 63 and Series 65 licenses and has 24 years of industry experience. Her prior roles include positions at Epic Wealth Management, Raymond James Financial Services Advisors, PFS Investments, and Primerica Financial Services. Outside of financial advising, she owns Lazy Bee Farms, an agricultural business producing bee-related products. TLG Advisors, Inc. serves a wide range of clients, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs fundamental analysis and Modern Portfolio Theory in its investment process, offering both sub-advisor managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired

Ali L

Series 66

Rayne, LA

Edward Jones

Ali Lucas is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer General retirement planning Dentist Young Professionals Mid-Career Professionals
user avatar

John D

Series 63, Series 65

Crowley, LA

LPL Financial

John Dore is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes positions at Sanders Morris LLC and Geneos Wealth Management Inc., among others. Outside of advising, he is involved in a family agricultural partnership managing 600 acres of farmland in Vermillion Parish, LA, and operates an online retail business consulting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lehman A

Series 66

Crowley, LA

Cetera

Lehman Abshire is a financial advisor with Cetera, holding a Series 66 license and 19 years of industry experience. He has previously worked at Avantax Investment Services and 1st Global Advisors among other firms. Outside of advising, Abshire is engaged in several business ventures including serving as president of a residential generator sales company, vice president of an auto and residential glass service, and owner of a CPA practice. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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