Daniel Michael Lowe

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 04/2013 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2007-07-16 → 2013-04-24
  Principal Securities, Inc.
  Raleigh, NC
  Des Moines, IA
  Raleigh, NC
• 2006-11-16 → 2007-07-10
  Householder Group, Estate & Retirement Specialists
  Scottsdale, AZ
• 2004-04-23 → 2006-10-23
  Osaic Fa, Inc.
  Jacksonville, FL
  Jacksonville, FL
• 2003-08-18 → 2004-04-19
  Ameriprise Financial Services, Llc
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2003-08-11

Other Names

• Danny Lowe
• Daniel Michael Lowe
• Daniel Michael Lowe