Leonard Taylor, financial advisor Mesa AZ
89 score

Leonard Taylor

CRD Number: 6263856
Current Firm: Transamerica Financial Advisors, Inc.

Leonard Taylor (CRD# 6263856) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Mesa, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Mesa, AZ Oct 2013 - Current 3
World Financial Group, Inc. Mesa, AZ May 2012 - Current 4
Aaa Photo Safety Mesa, AZ May 2011 - Sep 2013 2
Unemployed Parsippany, NJ Apr 2009 - Apr 2011 2
Aaa Photo Safety Mesa, AZ Jan 2009 - Mar 2009 < 1
Ups Store Gilbert, AZ Aug 2008 - Oct 2008 < 1
Student Tempe, AZ Oct 2003 - Oct 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2014
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Leonard L. Taylor
Phone Number: 727-299-1800
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • 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, MA, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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