Nathan Lowe, financial advisor West Palm Beach FL
90 score

Nathan Lowe

CRD Number: 6175265
Current Firm: Wells Fargo Advisors, LLC

Nathan Lowe (CRD# 6175265) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in West Palm Beach, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Jupiter, FL Mar 2013 - Current 3
Wells Fargo Bank Na Jupiter, FL Aug 2012 - Current 4
Clear - Link Salt Lake City, UT Feb 2012 - Aug 2012 < 1
Unemployed Salt Lake City, UT Nov 2011 - Feb 2012 < 1
Home Care Pulse Rexburg, ID Nov 2010 - Jan 2012 1
The Box Club Rexburg, ID Aug 2009 - Nov 2010 1
Apx Alarm Orem, UT Apr 2007 - Aug 2009 2
Clear - Link Salt Lake City, UT Apr 2006 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Nathan D. Lowe
Phone Number: 314-875-3000
Registered State(s):
  • FL
  • UT
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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