Georgie Lowe
Georgie Lowe is a registered investment advisor at Virtus Investment Advisers, LLC, based in Hartford, CT, with 38 years of industry experience. Georgie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 105 clients with $54B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
One Financial Plaza, 26th Floor, Hartford, CT, 06103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Georgie is a volunteer board member at The Dignity Institute, which engages vulnerable youth in enrichment programs. This role involves strategy, working with kids and families, and identifying corporate sponsorships, taking a few hours per week.
Employment History
Current Registrations
Virtus Investment Advisers, LLC
Vp Distributors LLC
Vp Distributors LLCBroker
Previous Registrations
Evergreen Investment Management CO
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
Evergreen Investment Services, INC.Broker
Legg Mason Investor Services, LLCBroker
Citigroup Global Markets INC.Broker
Phoenix Equity Planning CorporationBroker
Transamerica Fund Distributors, INC.Broker
Fairfield Group, INC.Broker
John Nuveen & CO., IncorporatedBroker
Putnam Financial Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.