Adam P Korhut

Employer firm

Taylor Securities Services, Inc. CRD 304070

$253M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 07/2019
  State Farm Agency
  Harrisburg, PA
• 07/2019 → Present
  Taylor Retirement Services
  Harrisburg, PA
• 01/2020 → Present
  Taylor Securities Services, Inc.
  Harrisburg, PA

Other Businesses

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.).

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-01