Connor Low
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
17 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Private Client Services, LLCJan 2025 to now
- Diamond Realty and Associates LLCMay 2022 to now
- Brookshire Grocery CompanyNov 2020 to now
- Northwestern Mutual Wealth Management CompanyOct 2022 to Jan 2025
- Northwestern Mutual Investment Services LLCJul 2022 to Jan 2025
- Northwestern Mutual Life Insurance CompanyJul 2022 to Jan 2025
- Harris TeeterJun 2009 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Private Client Services, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7574378
- 120222