Taylor DavisCRD Number: 5384424
Current Firm: Woodbury Financial Services, Inc.
Taylor Davis (CRD# 5384424) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Scottsdale, AZ and has over 7 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Woodbury Financial Services, Inc.||Scottsdale, AZ||Feb 2013 - Current||3|
|Robert W. Baird & Company||Phoenix, AZ||May 2010 - Feb 2013||2|
|Unemployed||Scottsdale, AZ||Mar 2010 - Apr 2010||< 1|
|Axa Advisors, LLC||New York, NY||Mar 2009 - Mar 2010||1|
|Un Bacio Ristorante||Scottsdale, AZ||Apr 2007 - Oct 2009||2|
|Arizona State University||Tempe, AZ||May 2005 - Dec 2008||3|
|Foster's Seafood||Scottsdale, AZ||Aug 2002 - Apr 2007||4|
|33 American Bistro||Scottsdale, AZ||Aug 2002 - Feb 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2009|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV