Brian LoweryCRD Number: 4664469
Current Firm: Elevated Capital Advisors, LLC
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.
The H Group Washington, Inc.
Middleton & Company
Rain Capital Management
|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|
Total Assets Under Management312MILLIONS
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)
- 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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