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Brian Low

Brian Low Financial Group

8414 Bluebonnet Blvd.
Suite 100

Baton Rouge, LA 70810
(225) 2924225

About Brian Low Financial Group

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.

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 Mississippi Florida

Years of Experience in Financial Services

11

Number of Years with Current Firm

1

I work with the following types of clients

Individual Investors

Services

Investment Types

REITS, Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)

I can meet clients in the following ways

At your home, At my office, At your office, Via phone

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Certified Senior Advisor (CSA)®

Securities Licenses

Series 6, Series 7, Series 65

Insurance and Annuity Licenses

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

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50000

Compensation Methods

Commissions

Disclosures

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

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.