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 operating in Harrisburg, Pennsylvania with a total of 1 year of relevant experience. Lowe works at Taylor Securities Services, Inc. Their career trajectory has included roles at Invest Financial Corp, Members 1St Federal Cu, Lpl Financial LLC and Taylor Securities Services, Inc. Lowe has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Taylor Securities Services, Inc is a registered investment business headquartered in Harrisburg, PA. It controls $103 million in assets between its 920 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 920 customer accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets. The company offers portfolio management for individuals and small businesses. Financial management fees typically vary depending on the type of services. Fees billed by Taylor Securities Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

$102,948,758

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

4

PA Average: 41
Total Number of Accounts

920

PA Average: 3,342
Average Account Size

$111,901

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Janet Lowe Work History

Janet has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Taylor Securities Services, Inc

2018 - Present (6 years)

Lpl Financial LLC

2012 - 2018 (6 years)

Invest Financial Corp

2012 - 2022 (10 years)

Members 1St Federal Cu

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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 4/16/2023. 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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