Sean Lowe (CRD# 6674804) is an Investment Advisor Representative working at Lpl Financial LLC in Oceanside, CA and has over 7 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Oceanside, CA | Sep 2021 - Current | 2 |
| Djo Global | Vista, CA | Nov 2018 - Current | 5 |
| Rancho Buena Vista High School | Vista, CA | Jan 2018 - Current | 5 |
| Jp Morgan Chase Bank | San Marcos, CA | Jun 2016 - Sep 2021 | 5 |
| Jp Morgan Securities LLC | San Marcos, CA | Jun 2016 - Sep 2021 | 5 |
| Unemployed | Solana Beach, CA | May 2016 - Jun 2016 | < 1 |
| Bankers Life | San Diego, CA | Mar 2016 - May 2016 | < 1 |
| Unemployed | Solana Beach, CA | Feb 2016 - Mar 2016 | < 1 |
| Unemployed | Hackettstown, NJ | Nov 2015 - Jan 2016 | < 1 |
| Centenary College (university) | Hackettstown, NJ | Aug 2013 - Jan 2016 | 2 |
| Patriot Lacrosse Club | Morristown, NJ | Aug 2013 - Nov 2015 | 2 |
| Centenary College | Hackettstown, NJ | Aug 2013 - Jun 2015 | 1 |
| Kohl's | Hackettstown, NJ | Feb 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2016 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- CA
-
Total Assets Under Management368,019MILLIONS
-
Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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