Beverly Taylor (CRD# 1427514) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lake Ridge, VA and has over 24 years of experience in the finance industry. Beverly Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 5969842
Reframe Wealth, LLC
CRD# 6876059
Prudential Financial Planning Services
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Covington, KY | Apr 2021 - Current | 2 |
Unemployed | Lake Ridge, VA | Mar 2020 - Apr 2021 | 1 |
Ameriprise Financial Services, Inc. | Lake Ridge, VA | Aug 2019 - Mar 2020 | < 1 |
Minnesota Life | St. Paul, MN | Jan 2018 - Aug 2019 | 1 |
Securian Financial Services Inc. | St. Paul, MN | Jan 2018 - Aug 2019 | 1 |
Securian Capital Of The Chesapeake | Bowie, MD | Jan 2018 - Aug 2019 | 1 |
Unemployed | Lake Ridge, VA | Sep 2016 - Dec 2017 | 1 |
Ef Legacy Securities, LLC | Henrico, VA | Apr 2016 - Sep 2016 | < 1 |
Edelman Financial Services LLC | Fairfax, VA | Mar 2013 - Sep 2016 | 3 |
Sanders Morris Harris Inc. | Houston, TX | Mar 2013 - Apr 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 1999 |
- TX
- VA
-
Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- 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)
- Educational seminars/workshops
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