Philip Lowe, financial advisor Scottsdale AZ
96 score

Philip Lowe

CRD 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 17 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.

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Professional Designations
Company Name Location Dates Years
Invest Financial Corp. Tampa, FL Nov 2005 - Current 11
Lowe Financial Scottsdale, AZ Oct 2001 - Current 15
Total Investment Management Scottsdale, AZ Sep 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Philip E. Lowe
Phone Number: 480-998-5735
Firm Website: http://www.timgt.com
Registered State(s):
  • AZ
  • UT
By the Numbers
  • Total Assets Under Management
    802
    MILLIONS
  • Total Number of Accounts
    2,499
    ACCOUNTS
  • Average Account Value
    $320,878
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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, RI, SC, TN, TX, UT, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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