James Taylor (CRD# 1432404) is an Investment Advisor Representative working at Taylor Financial Management Inc. in Bexley, OH and has over 38 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Taylor Financial Management | Bexley, OH | Mar 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1986 |
- OH
- TX
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$1,526,247
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
OH, TX
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