Brent Lowe, financial advisor Temecula CA

Brent Lowe

CRD Number: 5602533
Current Firm: Granite Wealth Advisors

Brent Lowe (CRD# 5602533) is an Investment Advisor Representative working at Granite Wealth Advisors in Temecula, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Granite Wealth Advisors Murrieta, CA Jun 2018 - Current 5
Laurel Wealth Advisors, Inc. Fallbrook, CA Mar 2012 - Apr 2020 8
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Brent W. Lowe
Phone Number: (951) 383-4885
Firm Website: http://granitewealth.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    21
    MILLIONS
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $183,201
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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