Ciara Lowe (CRD# 7010695) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 2 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthfront Brokerage LLC | Palo Alto, CA | Sep 2022 - Current | 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Denver, CO | Feb 2022 - Jul 2022 | < 1 |
| Tiaa | Denver, CO | Feb 2022 - Jul 2022 | < 1 |
| Unemployed | Phoenix, AZ | Sep 2021 - Jan 2022 | < 1 |
| Gwfs Equities, Inc. / Empower | Greenwood Village, CO | Jan 2021 - Sep 2021 | < 1 |
| Mml Investors Services, LLC | Phoenix, AZ | Nov 2019 - Jan 2021 | 1 |
| Massmutual | Springfield, MA | Aug 2018 - Dec 2020 | 2 |
| Mml Distributors, LLC | Phoenix, AZ | Aug 2018 - Dec 2019 | 1 |
| Unemployed | Phoenix, AZ | Jul 2018 - Aug 2018 | < 1 |
| Amazon | Phoenix, AZ | May 2018 - Jun 2018 | < 1 |
| Unemployed | Rio Rico, AZ | Dec 2017 - Apr 2018 | < 1 |
| Intuit | Tucson, AZ | Sep 2016 - Nov 2017 | 1 |
| Unemployed | Rio Rico, AZ | Jul 2016 - Aug 2016 | < 1 |
| Afni | Tucson, AZ | Feb 2016 - Jun 2016 | < 1 |
| Unemployed | Rio Rico, AZ | Jan 2016 - Feb 2016 | < 1 |
| Zenefits | Scottsdale, AZ | Aug 2015 - Dec 2015 | < 1 |
| Arizona Bridge To Independent Living | Phoenix, AZ | May 2015 - Aug 2015 | < 1 |
| Arizona State Senate | Phoenix, AZ | Jan 2015 - May 2015 | < 1 |
| University Of Arizona | Tucson, AZ | May 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- CA
-
Total Assets Under Management26,393MILLIONS
-
Total Number of Accounts478,733ACCOUNTS
-
Average Account Value$55,130
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.