Gregory Taylor (CRD# 2491175) is an Investment Advisor Representative working at Turning Point Advisors, LLC in Novelty, OH and has over 22 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Turning Point Advisors, LLC | Novelty, OH | Jan 2018 - Current | 6 |
| Self-employed | Pepper Pike, OH | Jan 2016 - Jan 2018 | 2 |
| The Huntington Investment Company | Cleveland, OH | May 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2001 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- OH
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$527,686
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
OH, TX
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