Kathleen TaylorCRD Number: 2079200
Current Firm: Lcg Associates, Inc.
Kathleen Taylor (CRD# 2079200) is an Investment Advisor Representative working at Lcg Associates, Inc. in Atlanta, GA and has over 32 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Lcg Associates, Inc.||Atlanta, GA||Aug 1996 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1990|
Total Assets Under Management1,387MILLIONS
Total Number of Accounts10ACCOUNTS
Average Account Value$138,730,643
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, GA, LA, PA, TN, TX, WA
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