Trevor TaylorCRD Number: 4606806
Current Firm: Archer Investment Corporation
Trevor Taylor (CRD# 4606806) is an Investment Advisor Representative working at Archer Investment Corporation in Boise, ID and has over 15 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||5|
|H. D. Vest Investment Services||Boise, ID||Dec 2012 - Current||5|
|Trevor Taylor, Cpa||Boise, ID||Nov 1994 - Current||23|
|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 Management278MILLIONS
Total Number of Accounts800ACCOUNTS
Average Account Value$347,500
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, GA, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA
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