Brian D. Lowder
Professional summary
Brian Dale Lowder, CFP® is a registered financial advisor currently at BRIAN D. LOWDER, INC. located in San Diego, California.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Brian has worked at 2 firms and has passed the Series 2 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Dale Lowder's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1985
Experience
July 8, 1997 - Present
BRIAN D. LOWDER, INC.
Office #1: Suite 100 12780 High Bluff Drive, San Diego, CA 92130March 19, 1985 - November 10, 1989
LPL FINANCIAL LLC
Primary Firm SEC Registration
BRIAN D. LOWDER, INC.
CRD#: 105972 / SEC#: 801-27745
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/8/1997)
Exams
Series 2
Date: 12/15/1994
Non-Member General Securities ExaminationCurrent Firm
BRIAN D. LOWDER, INC.
CRD#: 105972 / SEC#: 801-27745
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 657 |
| AUM (Assets Under Management) | $ 370,255,609 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/16/2025 | ||
| 04/16/2024 | ||
| 03/21/2023 |
Red Flags
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