Harold Lowe (CRD# 4657766) is an Investment Advisor Representative working at Frontier Wealth Strategies LP in Walnut Creek, CA and has over 13 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lowe Consulting Group | Oakland, CA | Oct 2020 - Current | 3 |
| Frontier Wealth Strategies LP | Walnut Creek, CA | Sep 2018 - Current | 5 |
| Self Employed | Oakland, CA | Mar 2012 - Current | 12 |
| Rising Oak Financial And Insurance Services | Oakland, CA | Jan 2010 - Current | 14 |
| Whitehall-parker Securities, Inc. | Walnut Creek, CA | Aug 2018 - Jan 2021 | 2 |
| Lincoln Financial Securities Corporation | Oakland, CA | Aug 2015 - Feb 2018 | 2 |
| Transamerica Financial Advisors, Inc. | Emeryville, CA | Jun 2014 - Mar 2015 | < 1 |
| Forus Evergreen | Oakland, CA | Mar 2010 - Mar 2015 | 5 |
| Signator Financial Services, Inc. (formerly Symetra Investment S | Bellevue, WA | Mar 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
- CA
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts453ACCOUNTS
-
Average Account Value$164,922
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.