Brian Dufort Lowery
Investment Adviser Representative at Wealth Watch Advisors, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Dufort Lowery is an investment adviser representative with Wealth Watch Advisors, Inc in Gresham, OR, where they have been registered since 2024. They have worked in the securities industry since 2018 and have been registered with 6 firms, including Elevated Capital Advisors, LLC and Regal Investment Advisors LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 63 (state securities agent). They are registered to provide investment advice in Oregon.
Registrations & licenses
- Investment adviser:
- Oregon
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Stoneway LLCAug 2011 – no end date reportedSandy, OR
- Onpointe Advisory AND Financial Services, LLCMay 2015 – Jan 2019Petaluma, CA
- Fusion Capital ManagementJan 2019 – May 2019Dallas, TX
- Regal Investment Advisors, LLCJun 2019 – May 2020Kentwood, MI
- Elevated Capital Advisors, LLCMay 2020 – Feb 2024Sandy, UT
- Wealth Watch Advisors, Inc.Feb 2024 – no end date reportedEnglewood, CO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wealth Watch Advisors, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning services including evaluation of current financial situation, defining priorities and planning objectives, developing personalized financial plans, and ongoing review and adjustment. Planning considerations include retirement planning and income strategy, investment coordination and portfolio structure, tax awareness and cash-flow planning, and risk management.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 55
- Offices listed on AdvisorFinder:
- 21
- Main office:
- Englewood, CO
- SEC file number:
- 801-96180
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 6, 2026
View full firm profileOther advisors at Wealth Watch Advisors, Inc
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Dufort Lowery has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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