Taylor Peters (CRD# 7581371) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Morristown, NJ and has 1 year of experience in the finance industry. Taylor Peters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Care Wealth, LLC | Morristown, NJ | Jan 2022 - Current | 2 |
| Prosperity Road, LLC | Ringgold, GA | Mar 2021 - Current | 3 |
| Self-employed | Chattanooga, TN | Jun 2018 - Dec 2021 | 3 |
| Davidson Capital Corporation | Davidson, NC | Jul 2017 - Jun 2018 | < 1 |
| University Of Georgia | Athens, GA | Aug 2013 - Jul 2017 | 3 |
- FL
- LA
- NJ
- NY
- PA
-
Total Assets Under Management28MILLIONS
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Total Number of Accounts184ACCOUNTS
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Average Account Value$153,707
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, LA, NJ, NY, PA, TX
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