Trevor TaylorCRD Number: 5441392
Current Firm: Global Financial Private Capital, LLC
Trevor Taylor (CRD# 5441392) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Sarasota, FL and has over 10 years of experience in the finance industry.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Global Financial Private Capital, LLC||Sarasota, FL||Jun 2017 - Current||< 1|
|Bertelsen And Taylor Asset Management, LLC||Sarasota, FL||Jun 2017 - Current||< 1|
|Gf Investment Services, LLC||Sarasota, FL||Jun 2017 - Current||< 1|
|Taylor & Cordes Associates, Inc.||Sarasota, FL||Nov 2007 - Current||10|
|Aegis Capital Corp||Sarasota, FL||Jun 2015 - Jun 2017||2|
|Jhs Capital Advisors||Sarasota, FL||Jul 2010 - Jun 2015||4|
|Raymond James & Associates, Inc.||Sarasota, FL||Oct 2007 - Jul 2010||2|
|The Taylor Family Limited Partnership||Sarasota, FL||Oct 2007 - Mar 2009||1|
|Rook Morris Real Estate||Sarasota, FL||Oct 2007 - Jan 2009||1|
|Taylor & Cordes, LLC||Sarasota, FL||Nov 2007 - Sep 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management5,676MILLIONS
Total Number of Accounts63,776ACCOUNTS
Average Account Value$89,005
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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