Walter Taylor, financial advisor Lexington KY

Walter Taylor

CRD Number: 2069971
Current Firm: Charles Schwab & Company, Inc.

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.

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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
Contact Info for Walter M. Taylor
Phone Number: 415-667-7000
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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