Christopher R. Low

FIDUCIARY BENEFITS GROUP

San Diego, CA 92122

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CRD#: 2477465

Professional summary

Christopher Raymond Low is a registered financial advisor currently at FIDUCIARY BENEFITS GROUP located in San Diego, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Christopher has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Raymond Low's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 11, 2025 - Present

FIDUCIARY BENEFITS GROUP

Office #1: 4660 La Jolla Village Dr, Suite 100, San Diego, CA 92122

RIA

CRD#: 326204

San Diego, CA

Past

November 2, 2011 - January 31, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

OAKLAND, CA

Past

December 8, 1994 - April 9, 1997

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIDUCIARY BENEFITS GROUP

CRD#: 326204 / SEC#: 801-127947

RIA

Registered Investment Advisory firm - (5/8/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/22/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/1/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/7/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FIDUCIARY BENEFITS GROUP

CRD#: 326204 / SEC#: 801-127947

RIA

Registered Investment Advisory firm - (5/8/2023 Approved)

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Contact information

Main Address

Temecula, CA

Mailing Address

4660 La Jolla Village Drive Suite 100 - #2244, San Diego, CA 92122

Phone number

(844) 967-8491

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FBG ADV PART 2A (3/14/2025)

DAMIAN DUFOUR ADV PART 2B (3/14/2025)

BRADLEY JOHNSTON ADV PART 2B (3/14/2025)

JACKSON MILLER ADV PART 2B (3/14/2025)

Regulatory assets under management

Total Number of Accounts	347
AUM (Assets Under Management)	$ 843,444,052

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

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Christopher R. Low

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Raymond Low's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

Primary Firm SEC Registration

FIDUCIARY BENEFITS GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 12/22/2011

SIE

Date: 10/1/2018

Series 7

Date: 11/1/2011

Series 6

Date: 12/7/1994

Current Firm

FIDUCIARY BENEFITS GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIDUCIARY BENEFITS GROUP

TRUST BUT VERIFY

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