Clinton
Winey
Brian D. Lowder, Inc
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About this Advisor
Clinton Winey is a certified financial planner and chartered financial analyst who works in San Diego, California with a total of 18 years of relevant experience. Winey is on the advisory team at Brian D. Lowder, Inc. They have spent their entire career at Brian D. Lowder, Inc. Winey is registered to operate in California. Brian D. Lowder, Inc is a company operating out of San Diego, CA. It has $326 million in assets across its 637 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 637 client accounts, 53% are associated with high-net-worth clients who have at least $1 million in assets. Brian D. Lowder, Inc performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically vary depending on which services are offered. Fees billed by Brian D. Lowder, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brian D. Lowder, Inc Brokerage Details
$325,497,254
2
637
$510,985
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Clinton Winey Work History
Clinton has been registered as a financial advisor for 18 years.*
Brian D. Lowder, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Clinton Winey 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 Brian D. Lowder, Inc
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
