George Taylor, financial advisor Elk Grove Village IL
93 score

George Taylor

CRD Number: 5563823
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

George Taylor (CRD# 5563823) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Elk Grove Village, IL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Elk Grove Village, IL Apr 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Elk Grove Village, IL Apr 2015 - Current 1
Unemployed Glen Ellyn, IL Feb 2015 - Apr 2015 < 1
Waddell & Reed Inc. Oak Brook, IL Jan 2014 - Feb 2015 1
Various Insurance Carriers For W&r Insurance Agencies Glen Ellyn, IL Jan 2014 - Feb 2015 1
Unemployed Glen Ellyn, IL Sep 2013 - Jan 2014 < 1
Bank Of America, N.a. Oak Brook, IL Nov 2012 - Sep 2013 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakbrook, IL Mar 2012 - Sep 2013 1
Chase Investment Services Corp Aurora, IL Jul 2008 - Mar 2012 3
Jpmorgan Chase Bolingbrook, IL Jul 2008 - Mar 2012 3
Northern Illinois University Dekalb, IL Nov 2003 - Mar 2012 8
Niu Convocation Dekalb, IL Nov 2003 - Mar 2012 8
Rock Falls Elementary School District 13 And 301 Rock Falls, IL Aug 2001 - Mar 2012 10
Regional Offices Of Education Rock Falls, IL May 1998 - Mar 2012 13
Acn, Inc. Glen Ellyn, IL Apr 2002 - Mar 2011 8
Sears Holdings Lombard, IL Mar 2007 - Jul 2008 1
Old Navy Store Rockford, IL Jul 2005 - Apr 2007 1
School District 211 Palatine, IL Sep 2004 - Apr 2007 2
Old Navy Rockford, IL Jul 2005 - Mar 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for George A. Taylor
Phone Number: 800-637-7455
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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