George TaylorCRD 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.
Waddell & Reed
Forum Financial Management, LP
|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|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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