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Derrick Lowery

Derrick Lowery

Manager

Followers of Derrick Lowery406 followers
location of Derrick LoweryCartersville, Georgia, United States

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  • Timeline

  • About me

    CERTIFIED FINANCIAL PLANNER™, Managing Principal/Financial Advisor at Brookwood Wealth Advisors

  • Education

    • Kennesaw State University - Michael J. Coles College of Business

      -
      Bachelor of Business Administration (B.B.A.) Finance

      Activities and Societies: Delta Sigma Pi

  • Experience

    • Ideal Sports

      Nov 1999 - Jun 2009
      Manager

    • H&R Block

      Jan 2003 - Apr 2009
      Tax Specialist

    • J.P. Turner

      Jul 2010 - Sept 2011
      Investment Executive

    • Morgan Stanley

      Oct 2011 - Nov 2016
      Financial Advisor

    • Oppenheimer & Co. Inc.

      Nov 2016 - Jan 2020
      Financial Advisor

    • Brookwood Wealth Advisors

      Jan 2020 - now
      Managing Principal/Financial Advisor

  • Licenses & Certifications

    • Series 7

      FINRA

    • CERTIFIED FINANCIAL PLANNER® Professional

      CFP Board
      Dec 2022
      View certificate certificate

    • Series 66

      FINRA