Micah Taylor (CRD# 1539932) is an Investment Advisor Representative working at Principal Securities, Inc. in Pond Creek, OK and has over 36 years of experience in the finance industry.
CRD# 6294572
Belpointe Asset Management LLC
CRD# 5919039
Edward Jones
CRD# 4968646
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Financial Group | Pond Creek, OK | Aug 2001 - Current | 22 |
| Taylor Agency | Pond Creek, OK | Jan 1992 - Current | 32 |
| Princor Financial Services Corporation | Pond Creek, OK | May 1988 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
- OK
- TX
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Total Assets Under Management12,106MILLIONS
-
Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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