William Taylor, financial advisor Birmingham AL
90 score

William Taylor

CRD Number: 6364458
Current Firm: Bridgeworth, LLC

William Taylor (CRD# 6364458) is an Investment Advisor Representative working at Bridgeworth, LLC in Birmingham, AL and has 1 year of experience in the finance industry. William 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
Bridgeworth Columbus, GA Jun 2014 - Current 2
Taylor Cpa & Associates, Pc Columbus, GA Jan 2000 - Current 16

William Taylor has no recent exams reported.
Contact Info for William A. Taylor
Phone Number: (205) 208-8700
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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

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