| Advisor Profile |
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| Name: |
Brian Low |
| Phone Number: |
(225) 570-1163 |
| Website: |
Visit Website
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| Research This Advisor |
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Disclosure Link:
http://www.bdfs.com/
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| Request More Information |
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| Disclaimer |
| Securities offered through Broker Dealer Financial
Services Corp. Member FINRA & SIPC/Advisory
services offered through Investment Advisors
Corp., A SEC Registered Advisory Firm. Broker
Dealer Financial Services Corp. and Investment
Advisors Corp. are related companies but are
unrelated to Brian Low Financial Group. |
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Business Description |
To help you achieve financial security. Brian Low
Financial Group is a valuable resource for many people
who are attempting to bring their financial objectives
within reach. Our professionals have extensive experience
in many areas of financial planning including portfolio
management, tax strategies, wealth preservation and
transfer. |
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General Information |
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| Insurance License#: |
238225
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| Name of Broker/Dealer: |
Broker Dealer Financial Services
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| States Licensed in: |
Louisiana
Mississippi
Florida
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| Years of Experience in Financial Services: |
11
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| Number of Years with Current Firm: |
1
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| I work with the following types of clients: |
Individual Investors
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Services |
| Investment Types: |
Mutual Funds, Insurance, Alternative Investments, Stocks, Bonds, Exchange Traded Funds (ETFs), REITS, Annuities
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Senior Advisor (CSA)®
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| Securities Licenses: |
Series 6, Series 65, Series 7
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| Insurance and Annuity Licenses: |
Accident, Variable Life, Long Term Care, Variable Annuity, Annuity, Life, Health
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$50000
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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee, Hourly
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| Prepared By: |
Brian Low |
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