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Lowell Jared Taylor

Credit Union Investment Services

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About Lowell Jared Taylor

Lowell Jared Taylor is a registered investment advisor representative in North Carolina. Lowell has been in the securities industry since September 2022, and has a Series 63 and Series 65 license. Lowell is a financial services officer for the State Employees' Credit Union and an agent for SECU Life Insurance Company. Lowell is also a Trust Rep for Members Trust Company. Lowell is currently registered with Credit Union Investment Services and has a firm registration with Credit Union Investment Services in North Carolina. Lowell's firm, Credit Union Investment Services, offers a variety of financial planning, portfolio management and educational seminars. They have approximately 35,000 clients.

Firm Information

Lowell Taylor is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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Lowell Taylor’s Registration & Firm History

NC

11/29/2022 - Present

Credit Union Investment Services (Dunn NC)

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Licenses & Designations

IA

Issued 11/29/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2024

Series 7TO - General Securities Representative Examination

BC

Issued 09/20/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/02/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lowell Jared Taylor.
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