Adriane Lowe is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Westlake Village, CA, with 46 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
30700 Russell Ranch Rd, Suite 140, Westlake Village, CA, 91362
Get directionsHistory
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
Adriane operates her LPL business under the DBA Wealth Consulting Group and dedicates full-time hours to it. She also provides investment advisory services through WCG Wealth Advisors, LLC, spending full-time hours on this activity, and is a non-variable insurance agent selling life, disability, long-term care, and fixed annuities, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Dean Witter Reynolds INC.Broker
State Registrations5 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.