Lowder Brian D Inc.

Lowder Brian D Inc. (CRD# 105972) is a financial advisory firm headquartered in San Diego, CA. They manage $246,690,443 in 610 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    247
    MILLION
  • Total Number of Accounts
    610
    ACCOUNTS
  • Average Account Value
    $404,411
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lowder Brian D Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Michael G. Kinnear
CRD#: 4277225
12780 High Bluff Drive, Suite 100, San Diego, CA 92130
96
Wealthminder
score

Michael Kinnear (CRD# 4277225) is an Investment Advisor Representative working at Lowder Brian D Inc. in San Diego, CA and has over 16 years of experience in the finance industry. Michael Kinnear 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.

2
Brian D. Lowder
CRD#: 1351372
Suite 100, 12780 High Bluff Drive, San Diego, CA 92130
90
Wealthminder
score

Brian Lowder (CRD# 1351372) is an Investment Advisor Representative working at Lowder Brian D Inc. in San Diego, CA and has 1 year of experience in the finance industry. Brian Lowder 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.

3
Clinton D. Winey
CRD#: 5017231
Suite 100, 12780 High Bluff Drive, San Diego, CA 92130
90
Wealthminder
score

Clinton Winey (CRD# 5017231) is an Investment Advisor Representative working at Lowder Brian D Inc. in San Diego, CA and has 1 year of experience in the finance industry. Clinton Winey 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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