Richard Taylor (CRD# 4423805) is an Investment Advisor Representative working at Avid Wealth Management Group, LLC in Atlanta, GA and has over 22 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hlb Advisory Services, LLC | Atlanta, GA | Jan 2009 - Current | 15 |
| Mutual Service Corp | Atlanta, GA | Jan 2009 - Current | 15 |
| Hlb Gross Collins, P.c. | Atlanta, GA | Aug 1973 - Current | 50 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2001 |
- GA
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts123ACCOUNTS
-
Average Account Value$616,717
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
GA
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