Leonard Taylor, financial advisor Seneca SC

Leonard Taylor

CRD Number: 1292422
Current Firm: Jackson Taylor Investment Securities

Leonard Taylor (CRD# 1292422) is an Investment Advisor Representative working at Jackson Taylor Investment Securities in Seneca, SC and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Jackson Taylor Investment Securities Seneca, SC Nov 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Apr 2001
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Leonard J. Taylor
Phone Number: 864-888-3111
Registered State(s):
Current Firm Details
Jackson Taylor Investment Securities
Firm's CRD Number: 155793
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $107,692
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

SC

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