Brian Low, financial advisor Baton Rouge LA
83 score

Brian Low

CRD Number: 3097163
Current Firm: Investment Advisors Corp

Brian Low (CRD# 3097163) is an Investment Advisor Representative working at Investment Advisors Corp in Baton Rouge, LA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Broker Dealer Financial Services Corp. Baton Rouge, LA Oct 2008 - Current 8
National Planning Corporation Baton Rouge, LA May 2007 - Oct 2008 1
Ing Financial Partners, Inc. Des Moines, IA Jan 2004 - May 2007 3
Locust Street Securities Baton Rouge, LA Jul 2002 - May 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S65 NASAA Investment Advisors Law Examination Dec 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Brian W. Low
Phone Number: 515-727-6700
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    554
    MILLIONS
  • Total Number of Accounts
    4,511
    ACCOUNTS
  • Average Account Value
    $122,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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