Taylor Gwynn (CRD# 7465301) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kernersville, NC and has over 2 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Kernersville, NC | Oct 2022 - Current | 1 |
| Taylor Gwynn Insurance Agency | Kernersville, NC | Oct 2022 - Current | 1 |
| State Farm Vp Management Corp | Kernersville, NC | Oct 2022 - Current | 1 |
| State Farm Investment Management Corp | Browns Summit, NC | May 2022 - Sep 2022 | < 1 |
| State Farm Vp Managment Corp | Browns Summit, NC | May 2022 - Sep 2022 | < 1 |
| State Farm Insurance | Browns Summit, NC | May 2022 - Sep 2022 | < 1 |
| State Farm Vp Management Corp | High Point, NC | Nov 2021 - May 2022 | < 1 |
| Lori Robertson Insurance Agency | High Point, NC | Mar 2020 - May 2022 | 2 |
| All Ways Caring Home Care | Burlington, NC | Oct 2018 - Mar 2020 | 1 |
| Bayada Home Health Care | Waynesville, NC | Sep 2015 - Oct 2018 | 3 |
| Homemaker | Canton, NC | May 2015 - Sep 2015 | < 1 |
| On The Border | Concord, NC | Jan 2014 - May 2015 | 1 |
| Full Time Student | Charlotte, NC | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- GA
- NC
- SC
- VA
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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