Brian Lowrance (CRD# 5045532) is an Investment Advisor Representative working at Softwealth in Reno, NV and has over 17 years of experience in the finance industry. Brian Lowrance 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# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Softwealth | Reno, NV | Mar 2015 - Current | 9 |
| Wilshire Finance Partners | San Diego, CA | Jan 2015 - May 2015 | < 1 |
| Promotory Interfinancial Network | San Diego, CA | Mar 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
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- CA
- NV
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Total Assets Under Management3MILLIONS
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Total Number of Accounts30ACCOUNTS
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Average Account Value$83,333
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NV
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