Robert Lowke is a CFP-designated registered investment advisor, based in Tampa, FL, with 32 years of industry experience.
Location
400 N Tampa St, Suite 1800, Tampa, FL, 33602
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
August 2017 - Present · 8 yrs 9 mos
Captrust
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Captrust Advisors, LLC
April 2007 - December 2017 · 10 yrs 8 mos
Wells Fargo Advisors Financial Network, LLC
March 2004 - June 2017 · 13 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2004 - June 2017 · 13 yrs 3 mos
Robert W. Baird & CO. Incorporated
May 2001 - March 2004 · 2 yrs 10 mos
Robert W. Baird & CO. IncorporatedBroker
May 2001 - March 2004 · 2 yrs 10 mos
Aetna Life Insurance and Annuity CompanyBroker
April 1991 - May 1993 · 2 yrs 1 mo
Aetna Capital Management, INC.Broker
November 1989 - February 1993 · 3 yrs 3 mos
Aetna Financial Services, INC.Broker
April 1989 - December 1989 · 8 mos
Aetna Financial Services, INC.Broker
March 1986 - February 1987 · 11 mos
Aetna Life Insurance and Annuity CompanyBroker
December 1983 - October 1987 · 3 yrs 10 mos
State Registrations3 states
FLNCTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.