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 17 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.