RL
CFP
RL
CFP

Roger Zebulun Lowe

13 Years of Experience
Areas of Practice
Estate PlanningFinancial Planning & CoachingTax PlanningBusiness OwnersInvestment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
582 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$50K
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Location

Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT, 84043

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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 Activities

Roger is a manager at L3 Investments LLC since January 2023. This activity is investment-related.

Employment History
Current Registrations
Andina Family Offices
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Coign Capital Advisors LLC
May 2014 - October 2022 · 8 yrs 5 mos
Ameriprise Financial Services, INC.
July 2012 - May 2014 · 1 yr 10 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.