Brian Taylor (CRD# 7288167) is an Investment Advisor Representative working at Compass Capital Investments LLC in Fincastle, VA and has over 3 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Compass Capital Investments LLC | Fincastle, VA | Aug 2020 - Current | 3 |
Freedom First Credit Union | Roanoke, VA | Jan 2019 - Aug 2020 | 1 |
Hometrust Bank | Roanoke, VA | Apr 2018 - Dec 2018 | < 1 |
The Bank Of Fincastle | Daleville, VA | Feb 2017 - Mar 2018 | 1 |
Farm Credit | Culpeper, VA | Apr 2015 - Feb 2017 | 1 |
Tg Taylor & Son Construction | Sperryville, VA | Jan 2013 - Mar 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2020 |
- CA
- GA
- TX
- VA
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$101,084
- 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
- Pension consulting services
- Educational seminars/workshops
CA, FL, GA, NV, TX, VA
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