Bobby Taylor Jr (CRD# 1989896) is an Investment Advisor Representative working at Oak Street Advisors in Myrtle Beach, SC and has over 34 years of experience in the finance industry.
CRD# 6180176
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5101922
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1806631
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oak Street Advisors | Myrtle Beach, SC | Oct 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1989 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
- SC
-
Total Assets Under Management84MILLIONS
-
Total Number of Accounts130ACCOUNTS
-
Average Account Value$647,792
- 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
NC, SC
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