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Marc L Lowell

Erika Laguna2022-06-16T16:35:30+00:00

Marc L Lowell

CLU^®, ChFC^®

Richard K Newman

Erika Laguna2022-06-16T16:38:41+00:00

Richard K Newman

CPA/PFS AEP^® CAP^®

Alec S Lowell

Erika Laguna2023-05-05T15:17:20+00:00

Alec S Lowell

CFP^®

INTEGRATED STRATEGIES

Securities and Investment Advisory Services offered through A.G.P. / Alliance Global Partners, Member of FINRA | SIPC, a Registered Investment Advisor. Neither A.G.P nor any of its affiliates provide legal, tax or accounting advice. Investing always involves risk; no investment is protected against loss. Past performance does not indicate future results. Diversification does not ensure a profit or protect against declining markets. Consider your investment objectives before investing.
Lowell Newman is not a registered broker-dealer or investment advisory firm. Lowell Newman and AGP are independent and not affiliated entities.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^®️️ certification mark, the CERTIFIED FINANCIAL PLANNER™️️ certification mark, and the CFP^®️️ certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The CLU^®️️ and ChFC^®️️ marks are the property of The American College, which reserves sole rights to its use, and is used by permission.
The AEP ^®️️, CAP ^®️️, CLU ^®️️ and ChFC ^®️️ marks are the property of The American College, which reserves sole rights to its use, and is used by permission.

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