Unclaimed Profile

Kevin Bruce Lozer

CLEARLOGIC FINANCIAL, INC.·RESTON, Virginia

Series 65Clean record18 years registeredCLEARLOGIC FINANCIAL, INC.

11107 SUNSET HILLS ROAD, RESTON, VA 20190CRD# 5504673Firm CRD# 133114

Profile Verification

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

Identity

Kevin Bruce Lozer · RESTON, VA

Registration

CRD #5504673 · CLEARLOGIC FINANCIAL, INC. · 18 years registered

Brand Profile

Not yet started

Career History

OAKTON FINANCIAL, LLC

Jul 2018 – present

CLEARLOGIC FINANCIAL, INC.

Apr 2008 – Jul 2018

RESTON, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 11, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARLOGIC FINANCIAL, INC.

CRD 133114 · SEC 801-63619

AUM

$425M

Regulatory assets under management

Employees

930 client accounts

Services offered by CLEARLOGIC FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLEARLOGIC FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Kevin Bruce Lozer offer?

Kevin Bruce Lozer specializes in Financial Planning, Investment Management. Contact their office in RESTON, Virginia for a consultation.

What are Kevin Bruce Lozer's credentials?

Kevin Bruce Lozer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Bruce Lozer located?

Kevin Bruce Lozer is based in RESTON, Virginia, working with CLEARLOGIC FINANCIAL, INC.. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Kevin Bruce Lozer charge for services?

Kevin Bruce Lozer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEARLOGIC FINANCIAL, INC.?

CLEARLOGIC FINANCIAL, INC. has approximately 8 employees and manages $425M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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