Scott A Lowe
Investment adviser representative at Affinity Wealth LLC
19 yearsExperience
2 statesRegistered in
$217.5MFirm assets
1 yearFirm 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
Experience
19 years in the industry.
- Affinity Wealth LLCSep 2016 to now
- The Affinity Group Ltd.Mar 2009 to now
- Integrated Wealth Management, Inc.Nov 2014 to Nov 2016
- Sssl Properties, LLCNov 2007 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Affinity Wealth LLC
$217.5MAssets managed
317Clients
2Advisers
1 yearIn 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
- 4791932
- Firm CRD
- 285169