Trevor TaylorCRD Number: 4606806
Current Firm: H.d. Vest Advisory Services, Inc.
Trevor Taylor (CRD# 4606806) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Boise, ID and has over 14 years of experience in the finance industry.
Buffington Mohr Mcneal
American Independent Securities Group, LLC
Rathbone Warwick Investment Management
|Hd Vest Advisory Services||Boise, ID||Sep 2014 - Current||3|
|H. D. Vest Insurance Services, Inc.||Boise, ID||Dec 2012 - Current||4|
|H. D. Vest Investment Services||Boise, ID||Dec 2012 - Current||4|
|Trevor Taylor, Cpa||Boise, ID||Nov 1994 - Current||22|
|American Independent Securities Group, LLC||Eagle, ID||Aug 2008 - Dec 2012||4|
|H D Vest Investment Securities||Boise, ID||Sep 2002 - Aug 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2003|
|S65||NASAA Investment Advisors Law Examination||Jul 2009|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV
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