Theresa Taylor, financial advisor Huntsville AL
93 score

Theresa Taylor

CRD Number: 1256935
Current Firm: Hightower Advisors, LLC

Theresa Taylor (CRD# 1256935) is an Investment Advisor Representative working at Hightower Advisors, LLC in Huntsville, AL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Hightower Advisors, LLC Huntsville, AL Sep 2013 - Current 3
Hightower Securities, LLC Huntsville, AL Sep 2013 - Current 3
Morgan Stanley Smith Barney Huntsville, AL Jun 2009 - Sep 2013 4
Citigroup Global Markets Inc. Huntsville, AL Jan 2002 - Sep 2013 11
The Robinson-humphrey Company, LLC Huntsville, AL Jul 1982 - Oct 2007 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Theresa H. Taylor
Phone Number: 312-962-3800
Registered State(s):
  • AL
  • NV
By the Numbers
  • Total Assets Under Management
    24,600
    MILLIONS
  • Total Number of Accounts
    47,650
    ACCOUNTS
  • Average Account Value
    $516,264
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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