Patricia Taylor (CRD# 5544427) is an Investment Advisor Representative working at Insight Strategic Wealth LLC in Knoxville, TN and has over 13 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 |
|---|---|---|---|
| Insight Strategic Wealth LLC | Knoxville, TN | Jan 2010 - Current | 14 |
| Conry-taylor & Morrow Cpas Pc | Knoxville, TN | Jun 1988 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
- TN
-
Total Assets Under Management224MILLIONS
-
Total Number of Accounts500ACCOUNTS
-
Average Account Value$448,319
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NC, TN
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