Trey Taylor (CRD# 7682348) is an Investment Advisor Representative working at Thrasher & Chambers Wealth Management, LLC in Bentonville, AR and has 1 year of experience in the finance industry.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
Company Name | Location | Dates | Years |
---|---|---|---|
Thrasher & Chambers Inc. | Bentonville, AR | Dec 2022 - Current | 1 |
University Of Arkansas | Fayetteville, TX | Aug 2018 - May 2023 | 4 |
Joy Pools Custom Pool Building | Lake Dallas, TX | Mar 2020 - Aug 2021 | 1 |
Lewisville Public Schools | Lewisville, TX | Jan 2012 - Aug 2018 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- AR
-
Total Assets Under Management81MILLIONS
-
Total Number of Accounts400ACCOUNTS
-
Average Account Value$203,163
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR
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