Hunter Lowry is a CFP-designated registered investment advisor, based in Roseville, CA, with 8 years of industry experience. Hunter is also registered as a broker, so some compensation may come from commissions on products sold.
Location
915 Highland Pointe Dr, Suite 150, Roseville, CA, 95678
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Hunter works full-time as an Investment Advisor Representative for Sierra Ridge Wealth Management LLC, offering securities and investment advisory services. Hunter also spends about a quarter of his time selling and servicing insurance products, including fixed annuities, life/health, and long-term care insurance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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