Brian Low

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About Brian Low

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.

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General Information

Firm Start Year

2007

No. of Employees

CRD#

3097163

Insurance License#

238225

Name of Broker/Dealer

Madison Ave. Securities

States Licensed in

Louisiana MississippiFlorida

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CSA^®

Securities Licenses

Series 65, Series 6, Series 7

Insurance and Annuity Licenses

Long Term Care, Variable Life, Variable Annuity, Accident, Annuity, Health, Life

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

http://www.mas-bd.com/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1844741/paladinregistry-Brian-Low-Financial-Group-detailed-disclosure.html

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.

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