Irwin Lowi, financial advisor Los Angeles CA

Irwin Lowi

CRD Number: 2361663
Current Firm: Lpl Financial LLC

Irwin Lowi (CRD# 2361663) is an Investment Advisor Representative working at Lpl Financial LLC in Los Angeles, CA and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Los Angeles, CA Dec 2019 - Current 4
A.b.p. Insurance Agency L.a., CA Oct 1992 - Current 31
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Dec 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination May 1998
Contact Info for Irwin N. Lowi
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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