Taylor Finley, financial advisor Kerrville TX

Taylor Finley

CRD Number: 6637917
Current Firm: Cambridge Investment Research Advisors, Inc.

Taylor Finley (CRD# 6637917) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kerrville, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jun 2016 - Current 5
Finley Financial Services Kerrville, TX May 2015 - Current 6
Schreiner University Kerrville, TX Aug 2012 - May 2015 2
Kerrville Kroc Center Kerrville, TX May 2011 - Aug 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2018
S63 Uniform Securities State Law Examination Jun 2017
Contact Info for Taylor M. Finley
Phone Number: 641-472-5100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    68,505
    MILLIONS
  • Total Number of Accounts
    337,618
    ACCOUNTS
  • Average Account Value
    $202,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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