William Taylor (CRD# 1455080) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Knoxville, TN and has over 27 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 |
|---|---|---|---|
| Truist Investment Services, Inc. | Knoxville, TN | Jan 2023 - Current | 1 |
| Truist Advisory Services, Inc. | Knoxville, TN | Jan 2023 - Current | 1 |
| Suntrust Advisory Services, Inc./ Truist Advisory Services, Inc. | Atlanta, GA | Sep 2016 - Jan 2023 | 6 |
| Suntrust Investment Services,inc./ Truist Investment Services, I | Atlanta, GA | Mar 2013 - Jan 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2001 |
- TN
- TX
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Other
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, VI, VT, WA, WI, WV, WY
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