Lori
Taylor

Fifth Third Securities, Inc

CRD#4199675
Investment Advisor
in Raleigh, NC
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About this Advisor

Lori Taylor is a certified financial planner operating in Raleigh, North Carolina, who has been in the advisory business for 12 years. Taylor is an employee of Fifth Third Securities, Inc. Their career trajectory has included roles at Suntrust Investment Services, Inc, Suntrust Bank and Fifth Third Securities. Taylor holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Fifth Third Securities, Inc is a financial advisory business that has its headquarters in Raleigh, North Carolina. The firm has offices in 1,187 locations and a total of 1,333 people on staff. It has $1 billion in total assets between its 5,270 client accounts, placing it among the bigger firms in the United States by assets under management. The firm advises nine charitable organizations. Of its 5,270 accounts, just 1% belong to high-net-worth clients who have greater than $1 million in investable assets. The company performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees billed by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

2501 Blue Ridge Road Suite 190
Raleigh, NC 27607

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$1,122,917,134

NC Average: $2,106,341,625
Total Number of Employees

1,414

NC Average: 34
Total Number of Accounts

6,165

NC Average: 1,972
Average Account Size

$182,144

NC Average: $1,068,125

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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
  • Other

Lori Taylor Work History

Lori has 12 years of experience.

2014 - Present (5 years)

Fifth Third Securities

2006 - 2014 (8 years)

Suntrust Investment Services, Inc

2006 - 2014 (8 years)

Suntrust Bank

Disclosures

Lori Taylor has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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