Adam Taylor, financial advisor Indianapolis IN
93 score

Adam Taylor

CRD Number: 5332526
Current Firm: Fifth Third Securities, Inc.

Adam Taylor (CRD# 5332526) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Indianapolis, IN and has over 9 years of experience in the finance industry.

Similar Advisors
Tod Utter, financial advisor Indianapolis IN
Tod M. Utter
CRD# 2807887
I4 Advisors LLC
Score
103
Similar Advisors
Martin Armbruster, financial advisor Indianapolis IN
Martin J. Armbruster
CRD# 1068568
Treybourne Wealth Planners
Score
101
Similar Advisors
Thomas Hardin, financial advisor Indianapolis IN
Thomas L. Hardin
CRD# 838414
Canterbury Investment Management, LLC
Score
101
Company Name Location Dates Years
Fifth Third Securities Carmel, IN Jan 2015 - Current 1
Pnc Investments LLC Columbus, IN Jul 2011 - Jan 2015 3
Pnc Investments Indianapolis, IN Nov 2009 - Jul 2011 1
Natcity Investments Inc. Cleveland, OH Apr 2008 - Nov 2009 1
Flagstar Bank Indianapolis, IN Dec 2007 - Apr 2008 < 1
Signator Investors, Inc. Indianapolis, IN May 2007 - Dec 2007 < 1
Indiana University Bloomington, IN Aug 2003 - May 2007 3
Colardo Steakhouse Bloomington, IN Jan 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Adam Z. Taylor
Phone Number: 888-889-1025
Firm Website: http://www.53.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    813
    MILLIONS
  • Total Number of Accounts
    4,744
    ACCOUNTS
  • Average Account Value
    $171,395
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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

Ready to hire a financial advisor? Get competitive proposals from Adam Taylor and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.