Drew Taylor, financial advisor Long Beach CA
68 score

Drew Taylor

CRD Number: 1863774
Current Firm: Halbert Hargrove

Drew Taylor (CRD# 1863774) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Halbert Hargrove Long Beach, CA Apr 2013 - Current 3
Unemployed Arcadia, CA Sep 2012 - Apr 2013 < 1
American Funds Distributors, Inc. Los Angeles, CA Nov 1992 - Sep 2012 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Drew W. Taylor
Phone Number: 562-435-5657
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States


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