Craven Lowe
Craven Lowe is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Durham, NC, with 19 years of industry experience. Craven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
240 Leigh Farm Rd, Ste 400, Durham, NC, 27707
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Regulatory History
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 →Other Business Activities
Craven is a member of BICE Holdings, LLC DBA Passport Auto Leasing, LLC, overseeing operations and dedicating about 10-20% of their time. Craven is also a co-member of SJCC Property Management LLC, a vacation rental property, spending a few hours per week.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Fund Direct Advisors INC.
Fund Direct Advisors INC.
Intercarolina Financial Services, INC.Broker
Fund Direct Advisors INC.
Verity Asset Management
Verity Investments, INC.Broker
Verity Investments, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Verity Investments, INC.
Verity Investments, INC.Broker
State Registrations1 state
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.