Brian Lowell, financial advisor Portsmouth NH
88 score

Brian Lowell

CRD Number: 6392422
Current Firm: Lake Street Advisors, LLC

Brian Lowell (CRD# 6392422) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lake Street Advisors, LLC Portsmouth, NH Jun 2014 - Current 2
Lake Street Advisors, LLC Portsmouth, NH Mar 2012 - Jun 2014 2
University Of New Hampshire Durham, NH Sep 2010 - May 2014 3
The Old Salt Hampton, NH Aug 2008 - Dec 2011 3
Winnacunnet High School Hampton, NH Sep 2006 - May 2010 3
Unemployed/school Hampton, NH Sep 2004 - Sep 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Brian P. Lowell
Phone Number: 603-610-4100
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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