Charity Davis-Lowe
Charity Davis-Lowe is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Elgin, IL, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
2155 Point Blvd, Suite 100, Elgin, IL, 60123
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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
Charity babysits, gardens, and does odd jobs for Jill Docking, works as a model/actress for The Gregorery Agency, and serves/prepares food for Mimosa Catering. She also participates in research at the University of KS Medical Center, dedicating minimal time to each activity.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations31 states
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