Email
jlowry@capitalplanadvisors.com
Phone
704-896-0701
Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

14725 N. Old Statesville Rd
Huntersville, NC 28078
United States

First Name
Jim
Last Name
Lowry
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.