Taylor Keen, financial advisor Franklin TN

Taylor Keen

CRD Number: 7115688
Current Firm: Sagespring Wealth Partners

Taylor Keen (CRD# 7115688) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Sagespring Wealth Partners Franklin, TN Nov 2022 - Current 1
Taylor Keen Wealth Team Franklin, TN May 2021 - Current 3
Swatzell Wealth Team Franklin, TN Mar 2020 - Current 4
Raymond James Financial Services, Inc. Franklin, TN May 2019 - Current 5
High Street Development Group, LLC Nashville, TN Jun 2018 - Current 6
Southwestern Investment Advisory Services Franklin, TN Jul 2019 - Nov 2022 3
Southwestern Investment Group Franklin, TN Jul 2019 - Nov 2022 3
Southwestern Investmnet Advisory Services Franklin, TN Jul 2019 - Nov 2022 3
Dba Swatzell Wealth Team Franklin, TN Mar 2020 - May 2022 2
Health Stream Nashville, TN Jun 2016 - Mar 2018 1
University Of Tennessee Knoxville Knoxville, TN Aug 2012 - May 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Taylor B. Keen
Phone Number: 615-861-6100
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    5,503
    MILLIONS
  • Total Number of Accounts
    28,921
    ACCOUNTS
  • Average Account Value
    $190,272
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
  • Pension consulting services
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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