Adriane LoweCRD Number: 865151
Current Firm: The Wealth Consulting Group
Adriane Lowe (CRD# 865151) is an Investment Advisor Representative working at The Wealth Consulting Group in Westlake Village, CA and has over 31 years of experience in the finance industry. Adriane 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.
Fried Asset Management, Inc.
Felicitas Investors LLC
|Wcg Wealth Advisors, LLC||Westlake Village, CA||Jan 2017 - Current||1|
|Lpl Financial, LLC||Westlake Village, CA||Jan 2017 - Current||1|
|Massachusetts Mutual Life Insurance Comp||Westlake Village, CA||Aug 1989 - Jan 2017||27|
|Mml Investors Services||Westlake Village, CA||Aug 1989 - Jan 2017||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1987|
|S65||NASAA Investment Advisors Law Examination||May 1999|
Total Assets Under Management1,223MILLIONS
Total Number of Accounts5,791ACCOUNTS
Average Account Value$211,187
- 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, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI
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