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Philip Edward Lowe

Total Investment Management, Inc.

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About Philip Edward Lowe

Philip Lowe is a financial advisor with Total Investment Management, Inc., headquartered in Scottsdale, Arizona. Philip Lowe is a CERTIFIED FINANCIAL PLANNER™ professional. Philip Lowe has been a registered investment advisor since October 31, 2005 and is licensed to provide investment advice in Arizona and Utah. Philip Lowe previously worked at Invest Financial Corporation in Tampa, Florida and Lowe Financial in Scottsdale, Arizona.

Firm Information

Philip Lowe is currently registered with Total Investment Management, Inc.. Total Investment Management, Inc. is an investment advisor registered with the SEC. Headquartered in Scottsdale, Arizona, the firm provides financial planning, portfolio management for individuals, publication of periodicals, and selection of other advisors. Total Investment Management, Inc. manages over $1.19 billion in regulatory assets under management. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth, with a combined 1,341 clients.
Total Investment Management, Inc.

9383 EAST BAHIA DRIVE

SCOTTSDALE, AZ 85260

$1.20B

Assets Under Management

Not reported

Total Clients

8

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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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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Philip Lowe’s Registration & Firm History

AZ

01/12/2016 - Present

Total Investment Management, Inc. (Scottsdale AZ)

AZ

11/01/2005 - 11/11/2008

INVEST FINANCIAL CORPORATION (SCOTTSDALE AZ)

AZ

10/31/2005 - 11/07/2005

AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)

AZ

11/17/1998 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 07/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Edward Lowe.
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