Justin Lowy (CRD# 5935993) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 12 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dfpg Investments, LLC | Sandy, UT | Mar 2020 - Current | 4 |
| Crown Capital Securities LP | Orange, CA | Jan 2016 - Mar 2020 | 4 |
| National Asset Management, Inc. | Irvine, CA | Feb 2012 - Jan 2016 | 3 |
| National Securities Corp | Irvine, CA | Sep 2011 - Jan 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- CA
-
Total Assets Under Management2,872MILLIONS
-
Total Number of Accounts13,027ACCOUNTS
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Average Account Value$220,467
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, DE, FL, HI, IL, MO, MT, ND, NJ, NY, OR, PA, SC, TX, UT, VA
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