Maryanne TaylorCRD Number: 1103507
Current Firm: Cantella & Company, Inc.
Maryanne Taylor (CRD# 1103507) is an Investment Advisor Representative working at Cantella & Company, Inc. in Exton, PA and has over 34 years of experience in the finance industry. Maryanne Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Cantella & Company, Inc.||Boston, MA||Mar 2001 - Current||16|
|Summit Brokerage Services, Inc.||West Chester, PA||Jun 1999 - Current||18|
|Self Employed-taylor Capital Mngmt (b/d||West Chester, PA||Jul 1994 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
Total Assets Under Management940MILLIONS
Total Number of Accounts3,717ACCOUNTS
Average Account Value$253,005
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV