Timothy Taylor, financial advisor Martinsburg WV

Timothy Taylor

CRD Number: 4133029
Current Firm: Taylor Capital Management

Timothy Taylor (CRD# 4133029) is an Investment Advisor Representative working at Taylor Capital Management in Martinsburg, WV and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Tcm Advisors, LLC Martinsburg, WV Aug 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
S65 NASAA Investment Advisors Law Examination Nov 2000
Contact Info for Timothy J. Taylor
Phone Number: 304-260-0078
Registered State(s):
  • PA
  • TX
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    119
    MILLIONS
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $568,875
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

MD, PA, TX, VA, WV

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