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Paladin Research Report For:

Brian Low

Brian Low Financial Group

CSA®
4463 Bluebonnet Blvd
Suite B
Baton Rouge, LA 70809
225-292-4225

About Brian Low

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.

See Disclosures

General Information

Firm Start Year
  • 2007
No. of Employees
  • 5-9
CRD#
  • 3097163
Insurance License#
  • 238225
Name of Broker/Dealer
  • Madison Ave. Securities
States Licensed in
  • Louisiana MississippiFlorida
Years of Experience in Financial Services
  • 11
Number of Years with Current Firm
  • 1
Work with the following types of clients
  • Individual Investors

Compliance

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

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.