Nathan Lowrie (CRD# 6952708) is an Investment Advisor Representative working at Edward Jones in Lebanon, PA and has over 5 years of experience in the finance industry.
CRD# 3097087
Rbc Capital Markets, LLC
CRD# 1846799
Equitable Advisors, LLC
CRD# 4325305
Concourse Financial Group Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jun 2018 - Current | 5 |
| Dutch Valley Foods | Myerstown, PA | Oct 2012 - Jun 2018 | 5 |
| Fine Line Automation | Lebanon, PA | Nov 2008 - May 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- PA
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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