Brian LowderCRD Number: 1351372
Current Firm: Lowder Brian D Inc.
Brian Lowder (CRD# 1351372) is an Investment Advisor Representative working at Lowder Brian D Inc. in San Diego, CA and has 1 year of experience in the finance industry. Brian Lowder 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.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Brian D. Lowder, Inc.||San Diego, CA||Jan 1991 - Current||27|
Total Assets Under Management247MILLIONS
Total Number of Accounts610ACCOUNTS
Average Account Value$404,411
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients