Donald Taylor, financial advisor Birmingham AL
96 score

Donald Taylor

CRD Number: 4517970
Current Firm: Sterne Agee Investment Advisor Services, Inc.

Donald Taylor (CRD# 4517970) is an Investment Advisor Representative working at Sterne Agee Investment Advisor Services, Inc. in Birmingham, AL and has over 14 years of experience in the finance industry. Donald Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jun 2016 - Current < 1
Sterne Agee Financial Services, Inc. Birmingham, AL Dec 2010 - Current 6
Wachovia Securities, LLC Macon, GA Jan 2008 - Dec 2010 2
Wells Fargo Advisors, LLC Macon, GA Jan 2008 - Dec 2010 2
A.g. Edwards & Sons, Inc. St Louis, MO Apr 2006 - Jan 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S66 NASAA Uniform Combined State Law Examination Jun 2006
Contact Info for Donald H. Taylor
Phone Number: 205-414-3367
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    845
    MILLIONS
  • Total Number of Accounts
    5,829
    ACCOUNTS
  • Average Account Value
    $144,938
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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