Michael Taylor, financial advisor Corbett OR

Michael Taylor

CRD Number: 1018877
Current Firm: Wealth Teams Alliance

Michael Taylor (CRD# 1018877) is an Investment Advisor Representative working at Wealth Teams Alliance in Corbett, OR and has over 39 years of experience in the finance industry.

Similar Advisors
Jason Tafoya, financial advisor Corbett OR
Jason L. Tafoya
CRD# 5807693
The H Group Washington, Inc.
Similar Advisors
Stephen Aaron, financial advisor Corbett OR
Stephen M. Aaron
CRD# 2279233
Ameriprise Financial Services, LLC
Similar Advisors
Kailie Abascal, financial advisor Corbett OR
Kailie M. Abascal
CRD# 6758430
Middleton & Company
Company Name Location Dates Years
Wealth Management, LLC Norfolk, NE Sep 2011 - Current 12
Retirement Plan Consul Norfolk, NE Sep 2011 - Current 12
Vestory LLC Bellevue, WA Mar 2012 - Jul 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1984
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for Michael D. Taylor
Phone Number: 877-282-4768
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    159
    MILLIONS
  • Total Number of Accounts
    875
    ACCOUNTS
  • Average Account Value
    $181,565
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, KS, NM, OH, OK, OR, TX, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.