Samuel Taylor, financial advisor Atlanta GA
93 score

Samuel Taylor

CRD Number: 5394430
Current Firm: Invesco Advisers, Inc.

Samuel Taylor (CRD# 5394430) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Atlanta, GA and has over 6 years of experience in the finance industry.

Similar Advisors
Alan Thomson, financial advisor Atlanta GA
Alan D. Thomson
CRD# 3020755
Terra Firma Financial LLC
Score
105
Similar Advisors
Matthew Fassnacht, financial advisor Atlanta GA
Matthew A. Fassnacht
CRD# 5935670
Meridian Investment Partners
Score
103
Similar Advisors
Edward Wilcox, financial advisor Atlanta GA
Edward J. Wilcox
CRD# 4914715
Rollins Financial Inc.
Score
103
Company Name Location Dates Years
Invesco Distributors, Inc. Houston, TX Oct 2011 - Current 5
Invesco Advisers, Inc. Atlanta, GA Oct 2011 - Current 5
Unemployed Houston, TX Aug 2011 - Oct 2011 < 1
Morgan Stanley Smith Barney Houston, TX Apr 2010 - Aug 2011 1
Unemployed Houston, TX Feb 2010 - Apr 2010 < 1
Cb Tax Services Houston, TX Jan 2010 - Feb 2010 < 1
Unemployed Houston, TX Nov 2009 - Jan 2010 < 1
Edward Jones St. Louis, MO Jul 2009 - Nov 2009 < 1
Texas A&m University College Station, TX Oct 2007 - Jul 2009 1
Edward Jones Bryan, TX Jul 2007 - Jul 2009 2
Centerpoint Energy Houston, TX Jun 2008 - Aug 2008 < 1
Gallery Furniture Houston, TX Dec 2007 - Jan 2008 < 1
Dillards Inc. College Station, TX Jun 2007 - Jan 2008 < 1
Texas A&m University College Station, TX Jul 2005 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Samuel A. Taylor
Phone Number: 404-892-0896
Firm Website: http://www.invesco.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    401,088
    MILLIONS
  • Total Number of Accounts
    21,346
    ACCOUNTS
  • Average Account Value
    $18,789,823
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.