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Brian Wesley Low

Brian LOW Financial Group, LLC

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About Brian Wesley Low

Brian Low is a financial professional who has been in the industry for over two decades. Brian Low holds the Series 6, 7, 63, and 65 licenses and is currently registered with the state of Louisiana as a Registered Investment Advisor (RIA). Brian Low currently works with Brian Low Financial Group, LLC which is based in Baton Rouge, Louisiana. Brian Low Financial Group, LLC specializes in providing financial planning and portfolio management services to individuals and families. The firm also offers financial planning services for businesses.

Firm Information

Brian Low is currently registered with Brian LOW Financial Group, LLC. Brian LOW Financial Group, LLC is an investment advisor based in Baton Rouge, LA with 5 licensed agents and $149,487,835 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and high-net-worth individuals.
Brian LOW Financial Group, LLC

4463 BLUEBONNET BOULEVARD

BATON ROUGE, LA 70809

$149.49M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Low’s Registration & Firm History

LA

01/15/2021 - Present

Brian LOW Financial Group, LLC (BATON ROUGE LA)

LA

06/12/2017 - 11/04/2021

MADISON AVENUE SECURITIES, LLC (Baton Rouge LA)

LA

10/29/2008 - 06/09/2017

BROKER DEALER FINANCIAL SERVICES CORP. (BATON ROUGE LA)

LA

05/21/2007 - 10/30/2008

NATIONAL PLANNING CORPORATION (BATON ROUGE LA)

LA

01/01/2004 - 05/24/2007

ING FINANCIAL PARTNERS, INC. (BATON ROUGE LA)

IA

07/11/2002 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

IL

09/01/1998 - 05/23/2002

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MA

07/27/1998 - 08/21/1998

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 12/04/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2000

Series 7 - General Securities Representative Examination

BC

Issued 07/24/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brian Wesley Low. Review regulatory record here.
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