Susan Taylor, financial advisor Virginia Beach VA
83 score

Susan Taylor

CRD Number: 1455779
Current Firm: Voya Financial Advisors, Inc.

Susan Taylor (CRD# 1455779) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Virginia Beach, VA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Virginia Beach, VA Sep 2014 - Current 2
110 Harbor Drive LLC Virginia Beach, VA Mar 2005 - Current 11
Prosperity Mortgage Virginia Beach, VA Jun 2004 - Current 12
Susan Dukes Virginia Beach, VA Nov 2003 - Current 13
Cloud Ten LLC Virginia Beach, VA Mar 2003 - Current 13
Ing Financial Partners, Inc. Virginia Beach, VA Apr 2007 - Sep 2014 7
Royal Alliance Corporate Ria Virginia Beach, VA Nov 2003 - Mar 2007 3
Royal Alliance Associates, Inc. Virginia Beach, VA May 1997 - Mar 2007 9
Dukes & Associates, LLC Virginia Beach, VA Jan 1988 - Mar 2007 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Susan E. Taylor
Phone Number: 1-800-356-2906
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
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
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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