Philip LoweCRD Number: 3041412
Current Firm: Total Investment Management, Inc.
Philip Lowe (CRD# 3041412) is an Investment Advisor Representative working at Total Investment Management, Inc. in Scottsdale, AZ and has over 19 years of experience in the finance industry. Philip Lowe 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.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Invest Financial Corp.||Tampa, FL||Nov 2005 - Current||12|
|Lowe Financial||Scottsdale, AZ||Oct 2001 - Current||16|
|Total Investment Management||Scottsdale, AZ||Sep 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management870MILLIONS
Total Number of Accounts2,388ACCOUNTS
Average Account Value$364,489
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, LA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI