Trevor TaylorCRD Number: 5441392
Current Firm: Aegis Capital Corp.
Trevor Taylor (CRD# 5441392) is an Investment Advisor Representative working at Aegis Capital Corp. in Sarasota, FL and has over 9 years of experience in the finance industry.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Aegis Capital Corp||Sarasota, FL||Jun 2015 - Current||1|
|Taylor & Cordes, LLC||Sarasota, FL||Nov 2007 - Current||9|
|Taylor & Cordes Associates, Inc.||Sarasota, FL||Nov 2007 - Current||9|
|Rook Morris Real Estate||Sarasota, FL||Oct 2007 - Current||9|
|The Taylor Family Limited Partnership||Sarasota, FL||Oct 2007 - Current||9|
|Jhs Capital Advisors||Sarasota, FL||Jul 2010 - Jun 2015||4|
|Raymond James & Associates, Inc.||Sarasota, FL||Oct 2007 - Jul 2010||2|
|Rooks-morris Real Estate||Sarasota, FL||Sep 2004 - Oct 2007||3|
|The Bottle Shop||Sarasota, FL||May 2001 - Oct 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management327MILLIONS
Total Number of Accounts1,027ACCOUNTS
Average Account Value$318,015
- A percentage of assets under your management
- 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, VI, VT, WA, WI, WV