Craig Lowrie, financial advisor Lebanon PA
90 score

Craig Lowrie

CRD Number: 5432641
Current Firm: Edward Jones

Craig Lowrie (CRD# 5432641) is an Investment Advisor Representative working at Edward Jones in Lebanon, PA and has over 4 years of experience in the finance industry.

Similar Advisors
James Williams, financial advisor Lebanon PA
James G. Williams
CRD# 2922913
Ic Advisory Services, Inc.
Score
100
Similar Advisors
Shayne Beecher, financial advisor Lebanon PA
Shayne W. Beecher
CRD# 4247234
Rbc Capital Markets, LLC
Score
98
Similar Advisors
J. Adam Swarr, financial advisor Lebanon PA
J. Adam Swarr
CRD# 5993607
Thrivent Investment Management Inc.
Score
97
Company Name Location Dates Years
Edward Jones St Louis, MO Feb 2012 - Current 4
Cardio Kinetics Inc. Newark, DE Aug 2011 - Feb 2012 < 1
Blinn College Bryan, TX Jan 2011 - Aug 2011 < 1
Texas A&m University College Station, TX Sep 2010 - Aug 2011 < 1
Texas A&m University College Station, TX Jan 2010 - Dec 2010 < 1
Texas A&m University College Station, TX Aug 2009 - Dec 2010 1
Edward Jones Lebanon, PA Oct 2007 - Aug 2009 1
Craig's Personal Fitness Counseling Lebanon, PA Sep 2005 - Aug 2009 3
Athlete's Advantage Conshohocken, PA Jan 2009 - May 2009 < 1
Lil' Sports King Of Prussia, PA Aug 2008 - May 2009 < 1
Cabrini College Radnor, PA Aug 2005 - May 2009 3
Ymca Lebanon, PA May 2006 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Craig M. Lowrie
Phone Number: 314-515-2000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Craig Lowrie and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.