Joel Taylor, financial advisor Torrance CA
93 score

Joel Taylor

CRD Number: 5483564
Current Firm: Transamerica Financial Advisors, Inc.

Joel Taylor (CRD# 5483564) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Torrance, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Torrance, CA Jan 2012 - Current 4
Debtmerica Santa Ana, CA Jun 2011 - Current 5
Team Beach Body Santa Monica, CA May 2009 - Current 7
World Financial Group, Inc. Chino, CA Oct 2007 - Current 9
The Service Company Realty Group Inglewood, CA Sep 2001 - Current 15
Rental Properties Fayetteville, CA Aug 2001 - Current 15
Office Of The City Attorney, Los Angeles Los Angeles, CA Oct 1999 - Current 17
National Notary Association Inglewood, CA Aug 2002 - Jul 2015 12
Realty Services Of America Los Angeles, CA May 2012 - Jul 2014 2
Legal Helpers Debt Resolution, LLC Irvine, CA Feb 2012 - Jul 2014 2
Investment Advisors International, Inc. Chino, CA Oct 2011 - Jan 2012 < 1
World Group Securities, Inc. Chino, CA Jan 2008 - Jan 2012 4
Realty Services Of America Los Angels, CA Oct 2007 - Oct 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Joel Taylor
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, 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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