William Taylor, financial advisor Charlottesville VA
89 score

William Taylor

CRD Number: 6222639
Current Firm: Bb&t Securities, LLC

William Taylor (CRD# 6222639) is an Investment Advisor Representative working at Bb&t Securities, LLC in Charlottesville, VA and has over 2 years of experience in the finance industry.

Similar Advisors
David John Marotta, financial advisor Charlottesville VA
David John Marotta
CRD# 3120641
Marotta Wealth Management, Inc.
Score
103
Similar Advisors
Peter Tuz, financial advisor Charlottesville VA
Peter W. Tuz
CRD# 1507379
Chase Investment Counsel Corporation
Score
103
Similar Advisors
Evan Powers, financial advisor Charlottesville VA
Evan Powers
CRD# 4831926
Cypress Financial Planning
Score
100
Company Name Location Dates Years
Bb&t Securities Charlottesville, VA Jul 2013 - Current 3
Christchurch School Christchurch, VA Jul 2012 - Jun 2013 < 1
Christchurch School Christchurch, VA Jan 2012 - Jun 2012 < 1
Athens Mellow Mushroom Athens, GA Jul 2009 - Dec 2011 2
Hampden-sydney College Hampden-sydney, VA Aug 2004 - Dec 2009 5
Boylan Heights Charlottesville, VA Dec 2008 - Jul 2009 < 1
University Of Virginia Charlottesville, VA May 2009 - Jun 2009 < 1
Dynamis Advisors, LLC Charlottesville, VA Mar 2009 - May 2009 < 1
Scott & Stringfellow Charlottesville, VA Jan 2009 - Mar 2009 < 1
Manor Resort Realty Co Farmville, VA Sep 2008 - Dec 2008 < 1
Scott & Stringfellow Charlottesville, VA Jun 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for William R. Taylor
Phone Number: 804-643-1811
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    11,707
    MILLIONS
  • Total Number of Accounts
    19,348
    ACCOUNTS
  • Average Account Value
    $605,078
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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)
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.