Brian Lowery (CRD# 4664469) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Sandy, OR and has over 19 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 6758430
Middleton & Company
CRD# 2959986
Rain Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevated Capital Advisors, LLC | Sandy, UT | May 2020 - Current | 2 |
| Stoneway LLC | Sandy, OR | Aug 2011 - Current | 11 |
| Regal Investment Advisors, LLC | Kentwood, MI | Jun 2019 - May 2020 | < 1 |
| Fusion Capital Management | Dallas, TX | Jan 2019 - May 2019 | < 1 |
| Onpointe Advisory And Financial Services, LLC | Petaluma, CA | May 2015 - Jan 2019 | 3 |
| Plan-it Financial | Aurora, OR | Apr 2011 - Jun 2013 | 2 |
| Spc | Sandy, OR | Jul 2012 - May 2013 | < 1 |
| Sammons Securities Company, LLC | Ann Arbor, MI | May 2011 - May 2013 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- ID
- OR
- TX
- WA
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Total Assets Under Management312MILLIONS
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Total Number of Accounts2,139ACCOUNTS
-
Average Account Value$145,836
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MA, ME, MO, MT, NE, NH, NJ, NV, OK, OR, PA, TX, UT, WA, WY
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