Taylor Brown, financial advisor Charlotte NC
90 score

Taylor Brown

CRD Number: 5923394
Current Firm: Advice And Planning Services

Taylor Brown (CRD# 5923394) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Charlotte, NC Nov 2012 - Current 4
Tiaa Charlotte, NC Nov 2012 - Current 4
The Vanguard Group, Inc. Charlotte, NC May 2011 - Nov 2012 1
American Eagle Concord, NC Mar 2011 - May 2011 < 1
Unc-charlotte Charlotte, NC Aug 2009 - May 2011 1
Mickey And Mooch Huntersville, NC Nov 2006 - May 2011 4
Unity Farms - Farmer's Market Denver, NC May 2010 - Aug 2010 < 1
Central Peidmont Comm College Charlotte, NC Aug 2006 - Aug 2009 3
Chick-fil-a Concord, NC Sep 2004 - Nov 2006 2
Homeschooled Charlotte, NC May 2001 - Aug 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Taylor A. Brown
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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