Daniel Michael Lowe

CRD 4673904 · Captrust · Raleigh, NC

IA RegisteredBroker

Also appears in the source record as: Daniel Michael Lowe N/A; Danny Lowe

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (1): North Carolina
Years in the industry (source record): 23
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Captrust
Firm CRD: 175112
SEC number: 801-62193
Assets under management: $1.2T as of May 27, 2026
Website: www.linkedin.com/COMPANY/CAPTRUST ↗
Phone: 919-870-6822
Firm location: Raleigh, NC, 27609

Employment history (13)

From the source registration record · current first

CaptrustCurrent
Raleigh, NC · IA capacity

Apr 15, 2015 → present
Capfinancial Securities, LLC.Current
Raleigh, NC · BD capacity

Apr 24, 2013 → present
Captrust Financial Advisors Or "captrust"
IA capacity

Apr 24, 2013 → Apr 22, 2015
Princor Financial Services Corporation
IA capacity

Jul 16, 2007 → Apr 24, 2013
Princor Financial Services Corporation
BD capacity

Jul 6, 2007 → Apr 24, 2013
Householder Group, Estate & Retirement Specialists
IA capacity

Nov 16, 2006 → Jul 10, 2007
Aig Financial Advisors, Inc.
BD capacity

Nov 3, 2006 → May 2, 2007
Lincoln Financial Advisors Corporation
IA capacity

Apr 23, 2004 → Oct 23, 2006
Lincoln Financial Advisors Corporation
BD capacity

Apr 14, 2004 → Oct 23, 2006
The Lincoln National Life Insurance Company
BD capacity

Apr 14, 2004 → Apr 5, 2006
American Express Financial Advisors, Inc.
IA capacity

Aug 18, 2003 → Apr 19, 2004
Ids Life Insurance Company
BD capacity

Jul 25, 2003 → Apr 19, 2004
American Express Financial Advisors Inc.
BD capacity

Jul 25, 2003 → Apr 19, 2004

Source & corrections

Where this page comes from

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