Donald Taylor (CRD# 725947) is an Investment Advisor Representative working at Trustfirst Inc. in Knoxville, TN and has over 42 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greensview Wealth Management | Chicago, IL | Jul 2019 - Current | 4 |
| Trendz Advisors, Inc. | Knoxville, TN | Feb 2006 - Current | 18 |
| Trustfirst | Knoxville, TN | Oct 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1981 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TN
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Total Assets Under Management66MILLIONS
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Total Number of Accounts94ACCOUNTS
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Average Account Value$699,474
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
TN
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