Jill
Lowther
Corecap Advisors
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About this Advisor
Jill Lowther is a financial advisor based in Southfield, Michigan, working with Corecap Advisors. Jill has previously held positions at Primerica Financial Services and Corecap Investments. Jill has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Michigan. Currently, Jill is part of Corecap Advisors, which operates out of Southfield, Michigan. The firm has 40 offices and 118 employees. The firm manages assets totaling $2.5 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Corecap Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Corecap Advisors Brokerage Details
$2,467,486,750
118
8,713
$283,196
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jill Lowther Work History
Corecap Investments
Primerica Financial Services
Disclosures
Please visit the SEC profile of Jill Lowther to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Corecap Advisors
Medina, OH
Southfield, MI
San Clemente, CA
Southfield, MI
Englishtown, NJ
Southfield, MI
Southfield, MI
Centerburg, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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