Richard Taylor (CRD# 6474262) is an Investment Advisor Representative working at Plan First Wealth LLC in Greenwich, CT and has over 9 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plan First Wealth LLC | New York, NY | Jan 2018 - Current | 6 |
| Devere Usa Inc. | New York, NY | Mar 2015 - Jan 2018 | 2 |
| Pic Middle East | Dubai, | Sep 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- CT
- TX
-
Total Assets Under Management125MILLIONS
-
Total Number of Accounts191ACCOUNTS
-
Average Account Value$653,884
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CT, FL, MA, NJ, NY, PA, TX
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