Brian Low
Brian Low Financial Group

Tel: (225) 292-4225
8414 Bluebonnet Blvd.
Suite 100
Baton Rouge, LA 70810
Brian Low Financial Group | Financial Advisor in Baton Rouge ,LA

About Brian Low Financial Group

To help you achieve financial security. Brian Low Financial
Group is a valuable resource for many people who are
attempting to bring their financial objectives within reach.
Our professionals have extensive experience in many areas of
financial planning including portfolio management, tax
strategies, wealth preservation and transfer.

11 Years of Experience


Connect With an Expert Financial Advisor and Get Answers

General Information

Firm Start Year:   2007
No.of Employees:   5-9
Insurance License#:   238225
Name of Broker/Dealer:   Madison Ave. Securities
States Licensed in:   Louisiana
Mississippi
Florida
Number of Years with Current Firm:   1
I work with the following types of clients:   Individual Investors


Services

Investment Types:   Bonds , Alternative Investments , Stocks , Exchange Traded Funds (ETFs) , REITS , Insurance , Annuities , Mutual Funds
I can meet clients in the following ways:   At my office , At your home , At your office , Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Accident , Health , Life , Long Term Care , Variable Annuity , Variable Life , Annuity

Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50000
Compensation Methods:   Commissions , Based on Assets , Flat Fee , Hourly



Disclosures


Disclaimer

Brian Low offers securities and investment advisory services through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC, and a Registered Investment Advisor. MAS and Brian Low Financial Group are not affiliated entities.

Brian Low

Brian Low

CSA


Brian Low is a locally well-known financial educator and speaker on retirement planning. He conducts monthly investment seminars for clients and the general public to educate them on the constantly changing world of investing, saving for retirement, tax strategies and estate planning. In the past decade, people all across Louisiana have attended his seminars, workshops and classes.
Brian is dedicated to life-long learning in the financial services field and to developing long-term relationships with his clients as he helps them pursue financial independence. He is constantly researching markets, strategies and financial news for areas of opportunity and concern. He prides himself on providing superior service, and quickly assesses clients' needs and developing solutions to their financial problems.
Brian began his financial planning career with Banc One Securities after earning his BS in Finance from Southeastern Louisiana University in 1998. From there he moved to Menard Financial Group, where he was able to offer a wider range of investment opportunities. In 2007, he left Menard to pursue his dream of opening his own firm, and today is owner and Investment Advisor of Brian Low Financial Group. He has earned many honors and awards throughout his career, including membership in the Million Dollar Round Table.
Whether he is speaking to the public or working with clients, Brian's chief goal is to assist people in achieving financial freedom through sound, smart financial planning.
Brians main office is located in Baton Rouge, but he offers other offices of conveniences in Mandeville and Metairie.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM