Todd Lowe, financial advisor Louisville KY

Todd Lowe

CRD Number: 1105618
Current Firm: Parthenon LLC
Compensation Model: Fee Only
Todd Lowe (CRD# 1105618) is an Investment Advisor Representative working at Parthenon LLC in Louisville, KY and has over 33 years of experience in the finance industry. Todd Lowe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Parthenon Capital Management, LLC Louisville, KY Dec 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
Contact Info for Todd P. Lowe
By the Numbers
  • Total Assets Under Management
    994
    MILLIONS
  • Total Number of Accounts
    451
    ACCOUNTS
  • Average Account Value
    $2,203,768
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, KY, OH, TX

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