Diane Taylor, financial advisor Pitman  NJ
93 score

Diane Taylor

CRD Number: 4611193
Current Firm: Victory Fiduciary Consulting

Diane Taylor (CRD# 4611193) is an Investment Advisor Representative working at Victory Fiduciary Consulting in Pitman , NJ and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Victory Asset Management Co Inc. Wenonah, NJ Dec 2002 - Current 14
Kelly & Taylor Financial Services LLC Pitman, NJ Dec 2002 - Current 14
Kelly & Taylor, Pc Pitman, NJ Jan 1983 - Current 33
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for Diane S. Taylor
Phone Number: 856-464-3100
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    119
    MILLIONS
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $547,945
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DE, FL, MD, NJ, PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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