David Taylor, financial advisor Phoenix AZ
77 score

David Taylor

CRD Number: 5514544
Current Firm: Usaa Financial Planning Services

David Taylor (CRD# 5514544) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Planning Services Phoenix, AZ Apr 2014 - Current 2
Usaa Financial Advisors Inc. Phoenix, AZ Jan 2014 - Current 2
Usaa Federal Savings Bank Phoenix, AZ Aug 2012 - Apr 2014 1
Waste Management Phoenix, AZ Apr 2011 - Aug 2012 1
American Insurance Organization Phoenix, AZ Mar 2009 - Apr 2011 2
Farmers Financial Solutions Glendale, AZ Apr 2008 - Feb 2009 < 1
Farmers Insurance Group Glendale, AZ Mar 2008 - Feb 2009 < 1
Humana Louisville, KY Oct 2007 - Mar 2008 < 1
Uga/health Markets N. Richland Hills, TX Jun 2002 - Oct 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2014
S65 NASAA Investment Advisors Law Examination Nov 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for David B. Taylor
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
77

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