Breanna LowryCRD Number: 6254411
Current Firm: Cuso Financial Services, LP
Breanna Lowry (CRD# 6254411) is an Investment Advisor Representative working at Cuso Financial Services, LP in Seattle, WA and has over 3 years of experience in the finance industry.
Brighton Jones LLC
|Verity Credit Union||San Diego, CA||Sep 2013 - Current||4|
|Cuso Financial Services, LP||San Diego, CA||Sep 2013 - Current||4|
|Elite Sports And Spine||Seattle, WA||Jan 2012 - Sep 2013||1|
|Seattle Athletic Club||Seattle, WA||Jun 2011 - Dec 2012||1|
|The Gym||Ellensburg, WA||Feb 2011 - Jun 2011||< 1|
|The Rec||Ellensburg, WA||Sep 2008 - Jun 2011||2|
|Winegars||Ellensburg, WA||Aug 2009 - May 2010||< 1|
|Callaway Fitness||Puyallup, WA||Aug 2007 - Aug 2008||1|
|Subway||Ellensburg, WA||Nov 2007 - Jun 2008||< 1|
|Mis Tres Amigos||Puyallup, WA||Apr 2005 - Aug 2007||2|
|Rogers High||Puyallup, WA||Sep 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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