Rebecca Dodge
Investment adviser representative at Brian D. Lowder, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$388.1MFirm assets
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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
11 years in the industry.
- Brian D. Lowder, Inc.Mar 2019 to now
- Brandes Investment PartnersJul 2015 to Feb 2019
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Brian D. Lowder, Inc.
$388.1MAssets managed
195Clients
3Advisers
40 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
- 8170377
- Firm CRD
- 105972