Taylor Davis, financial advisor Scottsdale AZ
93 score

Taylor Davis

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Taylor R. Davis
Phone Number: 800-800-2638
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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