Theresa TaylorCRD 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 33 years of experience in the finance industry.
Raymond James & Associates, Inc.
Brol Capital Management, LLC
H.d. Vest Advisory Services, Inc.
|Hightower Advisors, LLC||Huntsville, AL||Sep 2013 - Current||4|
|Hightower Securities, LLC||Huntsville, AL||Sep 2013 - Current||4|
|Morgan Stanley Smith Barney||Huntsville, AL||Jun 2009 - Sep 2013||4|
|Citigroup Global Markets Inc.||Huntsville, AL||Jan 2002 - Sep 2013||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||Feb 2007|
Total Assets Under Management30,200MILLIONS
Total Number of Accounts75,926ACCOUNTS
Average Account Value$397,750
- 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
- Selection of other advisers (including private fund managers)
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