Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you G? Claim Your ProfileG. Scott Lowe is a financial advisor with over 20 years of experience in the financial services industry. G. Scott is currently registered with Arbor Point Advisors and has been in this role since November 2020. Prior to joining Arbor Point Advisors, G. Scott worked at Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. G. Scott is also the president of City Fiduciary Group, an advisory firm that provides financial planning, asset management, and asset allocation services. G. Scott is licensed to provide financial advice in 34 states and the District of Columbia. G. Scott is committed to providing personalized financial advice to help individuals and families achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
11/06/2020 - Present
Arbor Point Advisors (VANCOUVER WA)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (VANCOUVER WA)
WA
07/20/2018 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Vancouver WA)
WA
02/28/2012 - 07/26/2018
CETERA ADVISORS LLC (VANCOUVER WA)
OR
11/22/2006 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (TIGARD OR)
WA
08/05/2003 - 11/22/2006
EDWARD JONES (VANCOUVER WA)
IA
Issued 11/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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