BL
CFP
BL
CFP

Brice Gregory Lowe

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
156 advisors
Number of Clients
16,313 clients
Average Client Portfolio
$520K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:$5K
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Location

150 N. Main, Cc10, Wichita, KS, 67202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brice offers investment advisory services through Mariner Independent Advisor Network, LLC, dedicating nearly full-time hours to this activity. He also has a business entity for tax/investment purposes, sells non-variable insurance, and owns real estate rental property.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2024 - Present · 2 yrs
Mariner Advisor Network
February 2024 - Present · 2 yrs
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
March 2011 - February 2024 · 12 yrs 11 mos
Stifel, Nicolaus & Company, Incorporated
March 2011 - February 2024 · 12 yrs 11 mos
Stifel, Nicolaus & Company, Incorporated
June 2009 - January 2010 · 7 mos
Stifel, Nicolaus & Company, IncorporatedBroker
April 2009 - January 2010 · 9 mos
State Registrations15 states
ARCACOFLILINKSMONCOKORPASCTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.