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Kevin Bruce Lozer

CLEARLOGIC FINANCIAL, INC.·RESTON, Virginia
Unclaimed Profile
11107 SUNSET HILLS ROAD, RESTON, VA 20190CRD# 5504673Firm CRD# 133114
01

About

Kevin Bruce Lozer is a registered financial advisor based in RESTON, Virginia, affiliated with CLEARLOGIC FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLEARLOGIC FINANCIAL, INC.
CLEARLOGIC FINANCIAL, INC.
AUM
$425M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CLEARLOGIC FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5504673
Firm CRD# 133114
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other Advisors at CLEARLOGIC FINANCIAL, INC.

Dorothy Connor Atherton
RESTON, VA
Joel David Ticknor
RESTON, VA
Stephanie Screen Murphy
RESTON, VA

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Research
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