BL
BL

Brian Dufort Lowery

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
3,533 clients
Average Client Portfolio
$134K average
Assets Under Management
$473.7M

Fee Structure

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Location

500 SE Butler Road, Suite 15, Gresham, OR, 97080

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian owns Stoneway Financial Services, an insurance sales business, since 2011 and helps clients implement life insurance and annuity products. This takes about half of his time.

Employment History
Current Registrations
Wealth Watch Advisors, INC
February 2024 - Present · 2 yrs
Previous Registrations
Elevated Capital Advisors, LLC
May 2020 - July 2023 · 3 yrs 2 mos
Regal Investment Advisors LLC
June 2019 - June 2020 · 1 yr
Fusion Capital Management
May 2019 - June 2019 · 1 mo
Onpointe Advisory and Financial Services, LLC
May 2015 - December 2015 · 7 mos
Spc
July 2012 - May 2013 · 10 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.