Taylor Kollen, financial advisor Miami Lakes FL

Taylor Kollen

CRD Number: 5470746
Current Firm: Gwn Securities Inc.

Taylor Kollen (CRD# 5470746) is an Investment Advisor Representative working at Gwn Securities Inc. in Miami Lakes, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities, Inc. Palm Beach Gardens, FL Aug 2017 - Current 6
Unemployed Homestead, FL Jun 2017 - Aug 2017 < 1
Voya Financial Advisors Miami Lakes, FL Sep 2014 - Jun 2017 2
Ing Financial Partners, Inc. Miami Lakes, FL Jan 2008 - Sep 2014 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2012
S63 Uniform Securities State Law Examination Dec 2019
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Taylor L. Kollen
Phone Number: 561-472-2700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,839
    MILLIONS
  • Total Number of Accounts
    58,177
    ACCOUNTS
  • Average Account Value
    $48,798
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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