Edwin TaliaferroCRD Number: 5451140
Current Firm: H.d. Vest Advisory Services, Inc.
Edwin Taliaferro (CRD# 5451140) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Robbinsville, NJ and has over 8 years of experience in the finance industry.
Fxp Advisory Services
Academy Wealth Advisers, LLC
Constantia Capital LLC
|Hd Vest Investment Services||Robbinsville, NJ||Nov 2014 - Current||1|
|H.d. Vest Advisory Services||Robbinsville, NJ||Nov 2014 - Current||1|
|Memorial Sloan Kettering Cancer Center||New York City, NY||Jun 2010 - Current||6|
|Taliaferro & Associates, LLC||Robbinsville, NJ||Sep 2003 - Current||13|
|H.d. Vest Advisory Services||Robbinsvile, NJ||Jan 2011 - Feb 2013||2|
|H D Vest Investment Services||Robbinsville, NJ||Dec 2010 - Feb 2013||2|
|Christakos & Company||Westfield, NJ||Nov 2007 - Nov 2010||3|
|Westfield Wealth Management||Westfield, NJ||Nov 2007 - Nov 2010||3|
|Hospital For Special Surgery||New York, NY||Jan 2006 - Feb 2010||4|
|United Planners' Financial Services Of America A Limited Partner||Scottsdale, AZ||Jan 2008 - Nov 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV
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