Christopher
Lowe

Independent Financial Partners

CRD#4164654
Investment Advisor
in San Diego, CA
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About this Advisor

Christopher Lowe is a certified financial planner based out of San Diego, California, with 13 years of professional experience. Lowe is an employee of Independent Financial Partners. Their career trajectory has included roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Lpl Financial, LLC and Independent Financial Partners. Lowe maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Washington, Connecticut, Montana, New Jersey, Oregon and Virginia. Independent Financial Partners is a registered investment business that has its headquarters in San Diego, California. The company has offices in 277 locations and a total of 606 financial advisors. It handles $10 billion in total assets between its 35,966 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 68 charities and foundations. Of its 35,966 accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management are based on the services offered. However, fees charged by Independent Financial Partners can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

San Diego, CA

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$9,513,405,998

CA Average: $1,855,561,029
Total Number of Employees

606

CA Average: 62
Total Number of Accounts

35,966

CA Average: 2,474
Average Account Size

$264,511

CA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Christopher Lowe Work History

Christopher has 13 years of experience.

2016 - Present (3 years)

Independent Financial Partners

2013 - Present (6 years)

Lpl Financial, LLC

2013 - 2016 (3 years)

Independent Financial Partners

2009 - 2013 (4 years)

Morgan Stanley Smith Barney

2005 - 2013 (8 years)

Citigroup Global Markets Inc

Disclosures

Christopher Lowe has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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