Timothy Taylor, financial advisor Plano TX

Timothy Taylor

CRD Number: 6287060
Current Firm: Prudential Financial Planning Services

Timothy Taylor (CRD# 6287060) is an Investment Advisor Representative working at Prudential Financial Planning Services in Plano, TX and has over 10 years of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Plano TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
John Cravens, financial advisor Plano TX
John B. Cravens
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
Similar Advisors
Mark Patton, financial advisor Plano TX
Mark A. Patton
CRD# 2492919
Patton Wealth Advisors
Company Name Location Dates Years
Pruco Securities, LLC Irving, TX Jul 2019 - Current 4
Prudential Insurance Company Of America Irving, TX Jul 2019 - Current 4
Park Aveune Securities, LLC Fort Worth, TX May 2017 - Jul 2019 2
Guardian Life Insurance Co Of America Fort Worth, TX Mar 2017 - Jul 2019 2
Massmutual Fort Worth, TX Sep 2016 - Jan 2017 < 1
Mml Investors Services Fort Worth, TX Sep 2016 - Jan 2017 < 1
Self Employed-independent Advisor Arlington, TX Dec 2015 - Aug 2016 < 1
Edward Jones St Louis, MO Jan 2014 - Dec 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Timothy W. Taylor
Phone Number: 800-235-7637
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.