Nancy McGhee Lowrey
Investment Adviser Representative at FSA Investment Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nancy Mcghee Lowrey is an investment adviser representative with FSA Investment Group, LLC in Pensacola, FL, where they have been registered since 2012. They have worked in the securities industry since 2005 and have been registered with 4 firms, including O'sullivan Creel Wealth Advisors, LLP and Investment Advisors Asset Management, LLC. They have passed 2 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Alabama.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- FSA Investment Group, LLCApr 2014 – no end date reportedAtmore, AL
- FSA RISK & Benefits LLCApr 2014 – no end date reportedAtmore, AL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About FSA Investment Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.01
- Up to $2,000,0001.00%
- $2,000,000 - $5,000,0000.75%
- $5,000,000 - $10,000,0000.50%
- $10,000,000 - $25,000,0000.35%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Trust and Endowment Services (formation and management), Enterprise Funds (structuring, monitoring and investment of Tribal Operating Funds), Trust Operating Funds (maximizing earnings of Tribal Business and Enterprise Funds), Sovereign Wealth Funds (creation and implementation for strong Tribal governments), and Individual High Net Worth Services (investments for select individuals and families).
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Pensacola, FL
- Founded:
- 2003
- SEC file number:
- 801-76511
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 27, 2026
View full firm profileOther advisors at FSA Investment Group, LLC
12 other advisors in the directory
Similar advisors in Pensacola, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nancy McGhee Lowrey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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