Taylor Parker, financial advisor The Woodlands TX

Taylor Parker

CRD Number: 6632098
Current Firm: Engrave Wealth Partners, LLC

Taylor Parker (CRD# 6632098) is an Investment Advisor Representative working at Engrave Wealth Partners, LLC in The Woodlands, TX and has over 4 years of experience in the finance industry. Taylor Parker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Ian Abbott, financial advisor The Woodlands TX
Ian H. Abbott
CRD# 5637067
Valic Financial Advisors, Inc.
Similar Advisors
Catherine Abbruscato, financial advisor The Woodlands TX
Catherine E. Abbruscato
CRD# 5776541
Equitable Advisors, LLC
Similar Advisors
Karen Abramski, financial advisor The Woodlands TX
Karen K. Abramski
CRD# 4079212
Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
Engrave Wealth Partners, LLC The Woodlands, TX Jun 2017 - Current 3
Heritage Legacy Enterprises, LLC New Waverly, TX Aug 2014 - Current 6
Archetype Wealth Partners, LLC Houston, TX Apr 2017 - Jun 2017 < 1
Sagepoint Financial, Inc. The Woodlands, TX Jun 2016 - Apr 2017 < 1
Alphalytics Research, LLC The Woodlands, TX Jun 2015 - Apr 2017 1
Thomas Edison State University Trenton, NJ Jan 2013 - Jan 2015 2
Parker Homeschool (highschool) New Waverly, TX Sep 2009 - Jan 2013 3
Parker Homeschool New Waverly, TX Jun 2007 - Sep 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2016
Contact Info for Taylor S. Parker
Phone Number: 281-616-5935
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Taylor Parker and other advisors.
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.