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Brian D. Lowery
WEALTH WATCH ADVISORS,
Gresham, OR 97080
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CRD#: 4664469
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Professional summary
Brian Dufort Lowery is a registered financial advisor currently at WEALTH WATCH ADVISORS, INC located in Gresham, Oregon.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Brian has worked at 8 firms and has passed the Series 65, Series 66, Series 63, Series 6 and Series 26 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.
1) Owner of Stoneway Financial Services, located at 39261 Proctor Blvd, Suite E, Sandy, OR, 97055. The business nature is insurance sales. This is investment-related. Devotes approx. 80 hours per month and 80 hours during trading hours. He receives commissions. He started on 8/1/2011. He helps clients implement life insurance and annuity products.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Dufort Lowery's 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®
NoneExperience
Current
February 13, 2024 - Present
WEALTH WATCH ADVISORS, INC
Office #1: 500 Se Butler Road Suite 15, Gresham, OR 97080RIA
CRD#: 172002
Gresham, OR
Past
May 19, 2020 - July 10, 2023
ELEVATED CAPITAL ADVISORS, LLC
RIA
CRD#: 226721
Sandy, OR
Past
June 4, 2019 - June 2, 2020
REGAL INVESTMENT ADVISORS LLC
RIA
CRD#: 125004
Tualatin, OR
Past
May 13, 2019 - June 4, 2019
COPPELL ADVISORY SOLUTIONS LLC
RIA
CRD#: 156549
Sandy, OR
Past
May 7, 2015 - December 16, 2015
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC
RIA
CRD#: 162143
SANDY, OR
Past
July 20, 2012 - May 24, 2013
SPC
RIA
CRD#: 110692
SANDY, OR
Past
May 23, 2011 - May 24, 2013
PARKLAND SECURITIES, LLC
BD
CRD#: 115368
SANDY, OR
Past
July 21, 2003 - April 5, 2011
PFS INVESTMENTS INC.
BD
CRD#: 10111
MILWAUKIE, OR
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".
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC
CRD#: 172002 / SEC#: 801-96180
RIA
Registered Investment Advisory firm - (5/6/2015 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
Oregon(2/13/2024)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC
CRD#: 172002 / SEC#: 801-96180
RIA
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Contact information
Main Address
S Valley Hwy 8310, Englewood, CO 80112
Mailing Address
Phone number
(855) 822-3708
Established
Firm type
Fiscal year end
# of Employees
54
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,556 |
| AUM (Assets Under Management) | $ 473,650,570 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
