Adriane
Lowe

The Wealth Consulting Group

CRD#865151
Investment Advisor
in Thousand Oaks, CA

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About this Advisor

Adriane Lowe is a financial advisor based in Thousand Oaks, California, working with The Wealth Consulting Group. Adriane has previously held positions at Massachusetts Mutual Life Insurance Comp, Mml Investors Services, Lpl Financial, LLC, and Wcg Wealth Advisors, LLC. Adriane has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, New York, and Texas. Currently, Adriane is part of The Wealth Consulting Group, which operates out of Thousand Oaks, California. The firm has 34 offices and 264 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Wealth Consulting Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

30700 Russell Ranch Rd, Suite 140
Thousand Oaks, CA 91362

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The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$5,194,180,776

CA Average: $664,206,839
Total Number of Employees

264

CA Average: 10
Total Number of Accounts

21,408

CA Average: 1,698
Average Account Size

$242,628

CA Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Adriane Lowe Work History

2017 - Present (7 years)

Lpl Financial, LLC

2017 - Present (7 years)

Wcg Wealth Advisors, LLC

1989 - 2017 (28 years)

Massachusetts Mutual Life Insurance Comp

1989 - 2017 (28 years)

Mml Investors Services

Disclosures

Please visit the SEC profile of Adriane Lowe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Wealth Consulting Group

James Cave
Sacramento, CA
Morgan Davis
San Diego, CA
Michelle Cooley
Las Vegas, NV
Diane Reed
Rancho Mirage, CA
Neal Wilson
Palm Desert, CA
Ethan Hutcheson
Las Vegas, NV
Julia Mccormick
Des Moines, IA
Maximilian Clifford
Las Vegas, NV

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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