Adam Lowe
Account Manager at Roach Howard Smith & Barton- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Kim Miller
I worked with Adam at Advanced Financial Planning. Adam is extremely knowledgable about the financial industy. He is hard working, dedicated and very reliable. Adam was available for my questions and concerns regarding money management issues. He took the time to explain the issues so clients had complete understanding of their assets and how and why they were allocated the way they were. He takes pride in his work and the quality he produces. Adam Lowe would be an asset to any organization.
Kim Miller
I worked with Adam at Advanced Financial Planning. Adam is extremely knowledgable about the financial industy. He is hard working, dedicated and very reliable. Adam was available for my questions and concerns regarding money management issues. He took the time to explain the issues so clients had complete understanding of their assets and how and why they were allocated the way they were. He takes pride in his work and the quality he produces. Adam Lowe would be an asset to any organization.
Kim Miller
I worked with Adam at Advanced Financial Planning. Adam is extremely knowledgable about the financial industy. He is hard working, dedicated and very reliable. Adam was available for my questions and concerns regarding money management issues. He took the time to explain the issues so clients had complete understanding of their assets and how and why they were allocated the way they were. He takes pride in his work and the quality he produces. Adam Lowe would be an asset to any organization.
Kim Miller
I worked with Adam at Advanced Financial Planning. Adam is extremely knowledgable about the financial industy. He is hard working, dedicated and very reliable. Adam was available for my questions and concerns regarding money management issues. He took the time to explain the issues so clients had complete understanding of their assets and how and why they were allocated the way they were. He takes pride in his work and the quality he produces. Adam Lowe would be an asset to any organization.
Credentials
-
Certified Employee Benefit Specialist (CEBS)
International Foundation of Employee Benefit Plans (IFEBP)Jun, 2020- Nov, 2024
Experience
-
RHSB Insurance
-
United States
-
Insurance
-
1 - 100 Employee
-
Account Manager
-
Mar 2009 - Present
CEBS FINRA Series 7, 24, 51, 63, and 66 CEBS FINRA Series 7, 24, 51, 63, and 66
-
-
-
Advanced Financial Planning LP
-
Arlington, Texas, United States
-
Compliance Director
-
Jan 2002 - Mar 2009
-
-
-
Fidelity Investments
-
United States
-
Financial Services
-
700 & Above Employee
-
Trader
-
May 2000 - Dec 2001
Equity and Mutual Fund Trading Equity and Mutual Fund Trading
-
-
Education
-
1995 - 2001
Brigham Young University
B.A., Humanities
Community
