Brian Dufort Lowery
Investment adviser representative at Wealth Watch Advisors, Inc
15 yearsExperience
1 stateRegistered in
$612.4MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Wealth Watch Advisors, Inc.Feb 2024 to now
- Stoneway LLCAug 2011 to now
- Elevated Capital Advisors, LLCMay 2020 to Feb 2024
- Regal Investment Advisors, LLCJun 2019 to May 2020
- Fusion Capital ManagementJan 2019 to May 2019
- Onpointe Advisory and Financial Services, LLCMay 2015 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (OR).
Wealth Watch Advisors, Inc
$612.4MAssets managed
3,587Clients
52Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4664469
- Firm CRD
- 172002