AK
Adam P. Korhut
TAYLOR SECURITIES SERVICES
Harrisburg, PA 17110
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CRD#: 5810642
AK
Professional summary
Adam P Korhut is a registered financial advisor currently at TAYLOR SECURITIES SERVICES, INC. located in Harrisburg, Pennsylvania.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Adam has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Taylor Retirement Services; investment related; Harrisburg, PA; insurance commission sales based on client needs - to match an insurance investment vehicle with the client's investment objective and risk tolerance; Financial Advisor; start date July 2019; approximately 80 hours per month; 80 hours during securities trading hours; provide recommendations to clients in indexed annuity accounts to reallocate their funds into different interest indexing strategies, establish income plans from insurance investment vehicles, answer questions regarding different investment vehicles offered by insurance companies, provide service to clients regarding their insurance investment vehicles (i.e., withdrawal requests, beneficiary changes, tax withholding changes, etc.).
CRS (Client Relationship Summary) - RIA
Click below to view Adam P Korhut's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 6, 2024 - Present
TAYLOR SECURITIES SERVICES, INC.
Office #1: 3113 North Front Street, Harrisburg, PA 17110RIA
CRD#: 304070
Harrisburg, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TS
TAYLOR SECURITIES SERVICES, INC.
TAYLOR SECURITIES SERVICES, INC. | TAYLOR SECURITIES, INC.
CRD#: 304070 / SEC#: 801-125793
RIA
Registered Investment Advisory firm - (6/2/2022 Approved)Pennsylvania
Registered Investment Advisory firm - (6/21/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(11/6/2024)
Current Firm
TS
TAYLOR SECURITIES SERVICES, INC.
TAYLOR SECURITIES SERVICES, INC. | TAYLOR SECURITIES, INC.
CRD#: 304070 / SEC#: 801-125793
RIA
Registered Investment Advisory firm - (6/2/2022 Approved)Pennsylvania
Registered Investment Advisory firm - (6/21/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3113 North Front Street, Harrisburg, PA 17110
Mailing Address
Phone number
(717) 232-5808
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,025 |
| AUM (Assets Under Management) | $ 152,883,622 |
Red Flags
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Company Information
TAYLOR SECURITIES SERVICES, INC.
CRD#: 304070Harrisburg, PA 17110TRUST BUT VERIFY
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