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Harold Alan Lowe

Lowe Wealth Advisors, LLC

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About Harold Alan Lowe

Harold Alan Lowe is a financial advisor with over 30 years of experience in the financial services industry. He is a Registered Representative and Investment Advisor Representative of Lowe Wealth Advisors, LLC. Harold has held various positions at different financial institutions, including Royal Alliance Associates, Inc. and Sun Investment Services Company. He is also a Certified Financial Planner. Lowe Wealth Advisors is a wealth management firm that specializes in providing financial planning, investment management, and retirement planning services.

Firm Information

Harold Lowe is currently registered with Lowe Wealth Advisors, LLC. Lowe Wealth Advisors, LLC is an independent investment advisory firm headquartered in Columbia, MD. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Lowe Wealth Advisors has approximately $403 million in regulatory assets under management. They are registered with the SEC and have 1 licensed agent and 6 investment adviser representatives.
Lowe Wealth Advisors, LLC

6230 OLD DOBBIN LANE

COLUMBIA, MD 21045

$403.50M

Assets Under Management

42

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Harold Lowe’s Registration & Firm History

MD

10/26/2020 - Present

Lowe Wealth Advisors, LLC (COLUMBIA MD)

MD

11/19/1996 - 10/01/2008

ROYAL ALLIANCE ASSOCIATES, INC. (COLUMBIA MD)

MA

04/02/1971 - 01/16/1997

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

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Licenses & Designations

BC

Issued 09/23/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/1996

Series 24 - General Securities Principal Examination

BC

Issued 03/30/1971

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harold Alan Lowe.
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