Unclaimed Profile

Harold Alan Lowe

LOWE WEALTH ADVISORS, LLC·COLUMBIA, Maryland

Series 1, Series 24, Series 63Clean record24 years registeredLOWE WEALTH ADVISORS, LLC

6230 OLD DOBBIN LANE, COLUMBIA, MD 21045CRD# 313396Firm CRD# 157906

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Harold Alan Lowe · COLUMBIA, MD

Registration

CRD #313396 · LOWE WEALTH ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MAI CAPITAL MANAGEMENT, LLC

Dec 2025 – present

LOWE WEALTH ADVISORS, LLC

Nov 2011 – Dec 2025

COLUMBIA, MD

LOWE FS

Dec 2002 – Aug 2011

TOWSON, MD

ROYAL ALLIANCE ASSOCIATES, INC.

May 2002 – Oct 2008

COLUMBIA, MD

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 63

Registration record

First registered · May 9, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOWE WEALTH ADVISORS, LLC

CRD 157906 · SEC 801-72431

AUM

$403M

Regulatory assets under management

Employees

1,313 client accounts

Services offered by LOWE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LOWE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Harold Alan Lowe offer?

Harold Alan Lowe specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Maryland for a consultation.

What are Harold Alan Lowe's credentials?

Harold Alan Lowe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harold Alan Lowe located?

Harold Alan Lowe is based in COLUMBIA, Maryland, working with LOWE WEALTH ADVISORS, LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Harold Alan Lowe charge for services?

Harold Alan Lowe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOWE WEALTH ADVISORS, LLC?

LOWE WEALTH ADVISORS, LLC has approximately 9 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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