Janet
Lowe

Taylor Securities Services, Inc

CRD#2048149
Investment Advisor
in Harrisburg, PA

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About this Advisor

Janet Lowe is a financial advisor based in Harrisburg, Pennsylvania, working with Taylor Securities Services, Inc. Janet has previously held positions at Invest Financial Corp, Members 1St Federal Cu, Lpl Financial LLC, and Taylor Securities Services, Inc. Janet has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Janet is part of Taylor Securities Services, Inc, which operates out of Harrisburg, Pennsylvania. The firm has 10 employees and manages assets totaling $124.8 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses. The fee structure at Taylor Securities Services, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

3113 North Front Street
Harrisburg, PA 17110

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Taylor Securities Services, Inc Brokerage Details

Total Assets Under Management

$124,825,671

PA Average: $15,833,994,310
Total Number of Employees

10

PA Average: 41
Total Number of Accounts

932

PA Average: 3,342
Average Account Size

$133,933

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Janet Lowe Work History

2022 - Present (3 years)

Taylor Securities Services, Inc

2018 - Present (7 years)

Lpl Financial LLC

2012 - 2018 (6 years)

Invest Financial Corp

2012 - 2022 (10 years)

Members 1St Federal Cu

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Janet Lowe 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 Taylor Securities Services, Inc

Janet Lowe
Harrisburg, PA
Shawn Mullarkey
Harrisburg, PA
Matthew Taylor
Harrisburg, PA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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