Timothy Taggart, financial advisor Denver CO
93 score

Timothy Taggart

CRD Number: 1075525
Current Firm: Investment Research Corp

Timothy Taggart (CRD# 1075525) is an Investment Advisor Representative working at Investment Research Corp in Denver, CO and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Agf Holdings Denver, CO Jun 2013 - Current 3
World Capital Brokerage, Inc. Denver, CO Apr 2004 - Current 12
Investment Research Corp Denver, CO Apr 2004 - Current 12
Agf Properties Management Corp Denver, CO Apr 2004 - Current 12
Fidelity Leasing Denver, CO Apr 2004 - Current 12
American Growth Fund Denver, CO Apr 2004 - Current 12
American Growth Financial Services Inc. Denver, CO Apr 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
Contact Info for Timothy E. Taggart
Phone Number: 303-626-0634
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $216,256
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 investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, HI, ID, IL, LA, MD, MI, MO, NC, NV, NY, OH, OK, PA, TX, VA, WA, WV

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

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