Michael G. Kinnear
Professional summary
Michael Gaston Kinnear, CFA, CFP® is a registered financial advisor currently at BRIAN D. LOWDER, INC. located in San Diego, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Gaston Kinnear's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2001
Experience
March 31, 2004 - Present
BRIAN D. LOWDER, INC.
Office #1: 12780 High Bluff Drive Suite 100, San Diego, CA 92130November 10, 2000 - May 2, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
November 10, 2000 - May 2, 2002
OSAIC FA, INC.
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
(3/31/2004)
Exams
Current 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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