Thomas Lowish (CRD# 7527253) is an Investment Advisor Representative working at Diversifi Capital LLC in Los Altos, CA and has over 2 years of experience in the finance industry. Thomas Lowish has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diversifi Capital LLC | San Francisco, CA | Mar 2022 - Current | 2 |
| Diversifi Capital LLC | San Francisco, CA | Jan 2022 - Current | 2 |
| Student | Berkeley, CA | Feb 2012 - Apr 2022 | 10 |
| Unemployed | Berkeley, CA | Jun 2021 - Jan 2022 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
| S63 | Uniform Securities State Law Examination | Dec 2021 |
- CA
-
Total Assets Under Management288MILLIONS
-
Total Number of Accounts698ACCOUNTS
-
Average Account Value$412,047
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
CA, CO, DC, NH, NY, OR, TX, VA, WA
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