Member/investment Advisor Representative · FSA Investment Group, LLC
Nancy M. Lowrey
CRD 4143727 · Named on Form ADV at one SEC-registered adviser
At a glance
FSA Investment Group, LLC, an SEC-registered asset manager based in Pensacola, FL with $762 million in regulatory assets, lists Nancy M. Lowrey on its Form ADV as Member/investment Advisor Representative, a control person.
Firms and roles
- FSA Investment Group, LLCMember/investment Advisor RepresentativeAsset manager · Pensacola, FL · $762M in regulatory assets
AtlasMembers
Nancy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Johnathan D. HosmanManaging Member, FSA Investment Group, LLC
- James R. WellsMember/investment Advisor Representative, FSA Investment Group, LLC
- James A. WebbMember/chief Investment Officer, FSA Investment Group, LLC
- Matthew C. DurhamChief Compliance Officer, COO, FSA Investment Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nancy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.