Ryan Lowe (CRD# 4766979) is an Investment Advisor Representative working at 15 Equity in Santa Barbara, CA and has over 21 years of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
15 Equity, LLC | Santa Barbara, CA | Dec 2020 - Current | 3 |
Lucia Wealth Services | San Diego, CA | Sep 2014 - Current | 9 |
Lucia Capital Management | San Diego, CA | Sep 2014 - Sep 2017 | 3 |
Lucia Securities, LLC | San Diego, CA | Mar 2015 - Jul 2015 | < 1 |
West Coast Asset Management | Montecito, CA | May 2002 - Jun 2015 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2003 |
- CA
-
Total Assets Under Management116MILLIONS
-
Total Number of Accounts146ACCOUNTS
-
Average Account Value$797,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, LA, TX
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