Taylor Irwin, financial advisor Brentwood TN
93 score

Taylor Irwin

CRD Number: 5978123
Current Firm: Tbh Global Asset Management, LLC

Taylor Irwin (CRD# 5978123) is an Investment Advisor Representative working at Tbh Global Asset Management, LLC in Brentwood, TN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jan 2015 - Current 3
Tbh Global Asset Management Nashville, TN Jul 2011 - Current 6
Resource Horizons Group, LLC Marietta, GA Aug 2012 - Oct 2014 2
Lpl Financial Nashville, TN Oct 2011 - Aug 2012 < 1
Sewanee: University Of The South Sewanee, TN Aug 2007 - May 2011 3
Tbh Global Asset Management Nashville, TN Dec 2010 - Jan 2011 < 1
Tbh Global Asset Management Nashville, TN May 2010 - Aug 2010 < 1
Battle Ground Academy Franklin, TN May 2003 - Aug 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Taylor C. Irwin
Phone Number: 615-690-4820
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    392
    MILLIONS
  • Total Number of Accounts
    2,886
    ACCOUNTS
  • Average Account Value
    $135,790
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
  • Other
Types of Clients
Registered States

GA, LA, MO, NE, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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