Unclaimed Profile

Roger Zebulun Lowe

ANDINA CAPITAL MANAGEMENT, LLC·LEHI, Utah

Series 7, Series 66Clean record14 years registeredANDINA CAPITAL MANAGEMENT, LLC

THANKSGIVING BUSINESS PARK, LEHI, UT 84043CRD# 5827761Firm CRD# 151762

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roger Zebulun Lowe · LEHI, UT

Registration

CRD #5827761 · ANDINA CAPITAL MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

TANARA WEALTH MANAGEMENT LLC

Apr 2026 – present

ANDINA ADVISORS

Nov 2022 – Apr 2026

LOGAN, UT

COIGN CAPITAL ADVISORS LLC

May 2014 – Oct 2022

DRAPER, UT

AMERIPRISE FINANCIAL SERVICES, INC.

Jul 2012 – May 2014

DRAPER, UT

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 10, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANDINA CAPITAL MANAGEMENT, LLC

CRD 151762 · SEC 801-80633

AUM

$808M

Regulatory assets under management

Employees

3,589 client accounts

Services offered by ANDINA CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ANDINA CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Roger Zebulun Lowe offer?

Roger Zebulun Lowe specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LEHI, Utah for a consultation.

What are Roger Zebulun Lowe's credentials?

Roger Zebulun Lowe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roger Zebulun Lowe located?

Roger Zebulun Lowe is based in LEHI, Utah, working with ANDINA CAPITAL MANAGEMENT, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.

How does Roger Zebulun Lowe charge for services?

Roger Zebulun Lowe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ANDINA CAPITAL MANAGEMENT, LLC?

ANDINA CAPITAL MANAGEMENT, LLC has approximately 17 employees and manages $808M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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