Joseph Taylor, financial advisor Midlothian VA
89 score

Joseph Taylor

CRD Number: 6212541
Current Firm: Securian Financial Services, Inc.

Joseph Taylor (CRD# 6212541) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Midlothian, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Securian Financial Services Inc. St. Paul, MN Jun 2013 - Current 3
Minnesota Life St. Paul, MN Jun 2013 - Current 3
Virginia Asset Management Midlothian, VA Jun 2013 - Current 3
Christopher Newport University Newport News, VA Aug 2012 - Jun 2013 < 1
Priority Toyota Chester, VA Jun 2012 - Aug 2012 < 1
Christopher Newport University Newport News, VA Aug 2011 - Jun 2012 < 1
Priority Kia Colonial Heights, VA Jun 2011 - Aug 2011 < 1
Christopher Newport University Newport News, VA Aug 2010 - Jun 2011 < 1
Starkes Muffler Prince George, VA Jun 2010 - Aug 2010 < 1
Christopher Newport University Newport News, VA Aug 2009 - Jun 2010 < 1
Unemployed N/a, VA Jun 2009 - Aug 2009 < 1
Prince George High Prince George, VA Sep 2008 - Jun 2009 < 1
Country Gentlemen Construction Prince George, VA Jun 2008 - Aug 2008 < 1
Prince George High Prince George, VA Sep 2007 - Jun 2008 < 1
Country Gentlemen Construction Prince George, VA Jun 2007 - Aug 2007 < 1
Prince George High Prince George, VA Sep 2006 - Jun 2007 < 1
Country Gentlemen Construction Prince George, VA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Joseph R. Taylor
Phone Number: 651-665-5609
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, 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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