Brent Lowe, financial advisor La Jolla CA
73 score

Brent Lowe

CRD Number: 5602533
Current Firm: Laurel Wealth Advisors, Inc.

Brent Lowe (CRD# 5602533) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Laurel Wealth Advisors, Inc. Fallbrook, CA Mar 2012 - Current 4
Morgan Stanley Smith Barney San Diego, CA Jan 2009 - Feb 2012 3
Merrill Lynch Temecula, CA Sep 2008 - Jan 2009 < 1
Hawks Development San Diego, CA Oct 2007 - Sep 2008 < 1
Sephra San Diego, CA Apr 2003 - Sep 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
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:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Brent W. Lowe
Phone Number: 858-459-1101
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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