Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lowell? Claim Your ProfileLowell Adrian has been a registered investment advisor for over 30 years, specializing in portfolio management for both individuals and businesses. Lowell is affiliated with Geneos Wealth Management, Inc. based in Greenwood Village, CO. Lowell has a long history of serving clients in a variety of industries, including charitable organizations, high-net-worth individuals, and corporations. Prior to joining Geneos Wealth Management, Inc., Lowell was registered with Royal Alliance Associates, Inc. and Financial Network Investment Corporation.
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.
1
2
CO
11/21/2019 - Present
Geneos Wealth Management, Inc. (GREENWOOD VILLAGE CO)
CO
03/01/1994 - 04/25/2008
ROYAL ALLIANCE ASSOCIATES, INC. (GREENWOOD VILLAGE CO)
CA
04/10/1985 - 03/04/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
11/20/1984 - 04/15/1985
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
01/27/1984 - 10/26/1984
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
BC
Issued 02/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lowell Adrian is the right advisor for you? Invested Better is here to help.
