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.
Brian's main office is located in Baton Rouge, but he offers other offices of conveniences in Mandeville and Metairie.
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.
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 MississippiFlorida |
| Number of Years with Current Firm: | 1 |
| Work with the following types of clients: | Individual Investors |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Mutual Funds, REITS |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Your Office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Accident |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $50000 |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee, Commissions |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. http://www.mas-bd.com/ |
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Additional Detailed 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. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
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