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Russell S Lowe

B. Riley Wealth Management

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About Russell S Lowe

Russell Lowe is a financial advisor at B. Riley Wealth Management. Russell has been in the industry since December 5, 1996 and is registered with FINRA and the state of Florida. Russell specializes in providing financial advice to clients.

Firm Information

Russell Lowe is currently registered with B. Riley Wealth Management. B. Riley Wealth Management is a Corporation formed on January 10, 1992. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

130

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.

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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Russell Lowe’s Registration & Firm History

FL

07/22/2022 - Present

B. Riley Wealth Management (Boca Raton FL)

FL

05/12/2020 - 07/22/2022

NATIONAL SECURITIES CORPORATION (BOCA RATON FL)

GA

02/06/2019 - 05/08/2020

MOODY CAPITAL SOLUTIONS, INC (ATLANTA GA)

FL

10/02/2018 - 11/16/2018

CETERA ADVISOR NETWORKS LLC (BOCA RATON FL)

FL

10/02/2018 - 11/16/2018

SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)

FL

04/04/2018 - 07/31/2018

ZEUS SECURITIES, INC (BOCA RATON FL)

FL

01/21/2014 - 04/02/2018

MANAGED ACCOUNT SERVICES, LLC (BOCA RATON FL)

FL

11/12/2012 - 12/11/2013

FMSBONDS, INC. (BOCA RATON FL)

FL

01/02/2002 - 09/20/2012

OPPENHEIMER & CO. INC. (BOCA RATON FL)

NY

04/11/1996 - 01/02/2002

PRIME CHARTER LTD. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/24/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/26/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/02/2005

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 07/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/10/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Russell S Lowe.
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