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Rebecca Dodge

Brian D. Lowder, Inc.

San Diego, CA

CRD 8170377

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Employer firm

Brian D. Lowder, Inc. CRD 105972

$388M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Brian D. Lowder, Inc.

12760 High Bluff Drive, Suite 370, San Diego, CA 92130-2068 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-21
  • CA RA
    APPROVED
    Since 2025-10-21

Branch Locations

12760 High Bluff Drive, Suite 370, San Diego, CA 92130-2068 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brian D. Lowder Inc San Diego CA 03/2019 Present
Brandes Investment Partners San Diego CA 07/2015 02/2019
  • 03/2019 → Present
    Brian D. Lowder Inc
    San Diego, CA
  • 07/2015 → 02/2019
    Brandes Investment Partners
    San Diego, CA
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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