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9383 East Bahia Drive Suite 120, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2016-01-12 |
| AZ | RA | APPROVED | 2005-10-31 |
Branch Locations
9383 E. Bahia Dr., Ste. 120, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Investment Management | Scottsdale | AZ | 09/1998 | Present |
| Lowe Financial | Scottsdale | AZ | 10/2001 | Present |
INVESTMENT ADVISORY, TAX PREPARATION, LEGAL REFERALS WITH TOTAL INVESTMENT MANAGEMENT, INC. LOWE FINANCIAL SERVICES 14415 N 73RD STREET 102 SCOTTSDALE, AZ 85260 PRESIDENT PROVIDE FINANCIAL PLANS FOR CLIENTS. START 10/2001 12 HR/MO Utah insurance license; No LLC and no address; Philip E. Lowe is a licensed insurance agent and in such capacity may recommend, on a fully disclosed commission basis, the purchase of certain insurance products. A conflict of interest exists to the extent that TIM recommends the purchase of insurance products where Philip E. Lowe receives insurance commissions or other additional compensation. TIM seeks to ensure that all recommendations are made in the best interests of clients regardless of any additional compensation earned; 0 hours per month are devoted to the other business; 0 hours are devoted to the other business during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-21 |
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