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Nancy Mcghee Lowrey

Investment adviser representative at Fsa Investment Group, LLC
12 yearsExperience
1 stateRegistered in
$761.8MFirm assets
14 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Fsa Investment Group, LLCApr 2014 to now
  2. Fsa Risk & Benefits LLCApr 2014 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000

State registrations

Registered as an investment adviser representative in 1 state (AL).

Fsa Investment Group, LLC

$761.8MAssets managed
61Clients
13Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4143727
Firm CRD
163641
Advisor's SEC record (opens in a new tab)
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