Charles Harris Lowe

Employer firm

Capital Investment Advisors, LLC CRD 158055

$8.21B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• GENERAL CONSULTING ENGAGEMENTS

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

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

Current Employers

Employment History

• 03/2011 → 11/2016
  Suntrust Bank
  Atlanta, GA
• 04/2011 → 11/2016
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → 11/2016
  Suntrust Advisory Services
  Atlanta, GA
• 01/2017 → Present
  Capital Investment Advisors, Llc
  Atlanta, GA

Previous Registrations

• 2011-05-24 → 2016-11-21
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA
  Alpharetta, GA
• 2016-09-19 → 2016-11-21
  Truist Advisory Services, Inc.
  Alpharetta, GA

Other Businesses

Myrtle Lowe Properties, LLC; Southeast quadrant of 34th Street North and 54th Avenue North, St. Petersburg, Florida; Nature of the business: Rental property that receives quarterly income, paid out to owners of the LLC based on their ownership percentage. This is a long term land lease; Position: Part owner and Manager of LLC; Start of relationship: 4/29/2004; Duties: Handling all administrative and operational aspects of the lease, should they arise, primarily lease negotiations; Number of hours devoted to other business during trading hours: 0;

Exams

• S66 Uniform Combined State Law Examination
  2011-05-20

Designations

• Certified Financial Planner

Other Names

• Harris Lowe