Samuel TaylorCRD 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 7 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|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|
Total Assets Under Management401,088MILLIONS
Total Number of Accounts21,346ACCOUNTS
Average Account Value$18,789,823
- A percentage of assets under your management
- Performance-based fees
- 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
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
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