Philip Taylor, financial advisor Scottsdale AZ
83 score

Philip Taylor

CRD Number: 1000487
Current Firm: One Source Health & Wealth Management

Philip Taylor (CRD# 1000487) is an Investment Advisor Representative working at One Source Health & Wealth Management in Scottsdale, AZ and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Whitehall-parker Securities, Inc. San Francisco, CA Jan 2016 - Current < 1
One Source Health & Wealth Management Scottsdale, AZ Dec 2015 - Current 1
First Financial Equity Corporation Scottsdale, AZ Jan 2012 - Dec 2015 3
Stifel Nicolaus & Co Inc. Phoenix, AZ Nov 2011 - Dec 2011 < 1
Stone & Youngberg LLC San Francisco, CA Jul 2006 - Nov 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1981
S65 NASAA Investment Advisors Law Examination May 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Philip S. Taylor
Phone Number: (888) 268-8884
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $2,032,495
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
Types of Clients
Registered States

AZ

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BADGES
83

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