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Lowell Emerson Dever

Charter Advisory Corp.

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About Lowell Emerson Dever

Lowell Emerson Dever is an investment advisor representative with Charter Advisory Corp. Lowell has been in the financial services industry for over 30 years. Lowell has a Series 7, Series 63 and SIE licenses. Lowell is registered to provide investment advisory services in 15 states. Lowell is also licensed to sell non-variable insurance. Lowell works with individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, pooled investment vehicles and other investment advisors.

Firm Information

Lowell Dever is currently registered with Charter Advisory Corp.. Charter Advisory Corp. is an investment advisor located in Indianapolis, Indiana. The firm has 14 licensed agents, 15 investment adviser representatives, and 15 registered representatives. They advise individuals, high net worth individuals, pension and profit sharing plans, corporations and other businesses, and charitable organizations. They manage approximately $319 million in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, selection of other advisors, and participates in a wrap fee program. Their website is HTTP://WWW.CHARTERADVISORY.COM.
Charter Advisory Corp.

250 E. 96TH STREET

INDIANAPOLIS, IN 46240

$319.22M

Assets Under Management

2

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lowell Dever’s Registration & Firm History

LA

10/02/2015 - Present

Charter Advisory Corp. (SLIDELL LA)

LA

10/18/1995 - 09/08/2009

MUTUAL SERVICE CORPORATION (SLIDELL LA)

MA

01/05/1989 - 10/30/1995

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

DE

01/28/1970 - 01/18/1989

PML SECURITIES COMPANY (NEWARK DE)

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Licenses & Designations

BC

Issued 01/25/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/1970

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lowell Emerson Dever.
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