MR
Matthew Radcliff Lowery
CRD 5141483
Certified Financial Planner
Personal Financial Specialist
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| The Strategic Financial Alliance, Inc. | Registered representative | 07/20/2026 |
| Carolina Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Carolina Wealth Advisors, Llc
Cfo · Less than 5% · Mar 2024
-
Carolina Wealth Advisors, Llc
Member · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗