Loriann Low (CRD# 2356546) is an Investment Advisor Representative working at Forte Asset Management, LLC in Bedford, NY and has over 28 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forte Asset Management | Bedford, NY | Apr 2022 - Current | 2 |
| Self-employed | Bedford, NY | Aug 2018 - Current | 5 |
| Covey Roberts & Carmody | Katonah, NY | Oct 2015 - Jul 2018 | 2 |
| Unemployed | Bedford, NY | Jun 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- NY
-
Total Assets Under Management223MILLIONS
-
Total Number of Accounts124ACCOUNTS
-
Average Account Value$1,796,005
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, MI, NY
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