Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Lowe is a financial advisor who has been in the industry since 2011. Charles Lowe is registered in Georgia and Texas. Charles Lowe is currently working with Capital Investment Advisors, LLC and has previously worked with SunTrust Investment Services, Inc.. Charles Lowe holds the following certifications: Certified Financial Planner. Charles Lowe has passed the SIE, Series 7 and Series 66 exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of plan assets
1
2
GA
04/29/2021 - Present
Capital Investment Advisors, LLC (ATLANTA GA)
GA
05/06/2011 - 11/21/2016
SUNTRUST INVESTMENT SERVICES, INC. (ALPHARETTA GA)
BOTH
Issued 05/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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