Daniel Taylor (CRD# 6739316) is an Investment Advisor Representative working at Resurgent Advisors in Greenville, NC and has 1 year of experience in the finance industry. Daniel 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.
CRD# 2128682
Carolina Financial Services Group, Inc.
CRD# 4216809
Edward Jones
CRD# 2275363
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Lakes Atlantic Wealth Management And Advisory Partners | Charlotee, NC | Mar 2017 - Current | 7 |
| Raymond James Financial Services Advisors Inc. | Greenville, NC | Dec 2016 - Mar 2017 | < 1 |
| Wells Fargo | Raleigh, NC | Jun 1987 - Oct 2016 | 29 |
- NC
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Total Assets Under Management300MILLIONS
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Total Number of Accounts930ACCOUNTS
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Average Account Value$322,682
- 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)
CA, FL, GA, KY, MI, NC, TX
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