Walter Taylor (CRD# 2069971) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lexington, KY and has over 33 years of experience in the finance industry.
CRD# 6589185
Biechele Royce Advisors, Inc.
CRD# 6802393
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3272958
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Lexington, KY | Feb 2020 - Current | 4 |
| Pnc Investments | Lexington, KY | Jan 2015 - Feb 2020 | 5 |
| Pnc Investments | Lexington, KY | Nov 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1990 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- KY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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