Joseph TaylorCRD Number: 1903809
Current Firm: Raymond James Financial Services Advisors, Inc.
Joseph Taylor (CRD# 1903809) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Watkinsville, GA and has over 27 years of experience in the finance industry.
Cetera Advisors LLC
Elwood & Goetz Wealth Advisory Group, LLC
State Farm Investment Management Corp.
|The Avenue Wealth Management Group||Watkinsville, GA||Sep 2014 - Current||2|
|Gfg Strategic Advisors||Watkinsville, GA||Jul 2014 - Current||2|
|Non-variable Insurance||Bogart, GA||Jan 2014 - Current||2|
|Raymond James Financial Services, Inc.||Bogart, GA||Sep 2013 - Current||3|
|Raymond James Financial Services Advisors Inc.||Bogart, GA||Sep 2013 - Current||3|
|Jbk Investments LLC||Watkinsville, GA||May 2006 - Current||10|
|Tsd Capital Group||Bogart, GA||Sep 2013 - Jun 2015||1|
|Wells Fargo Advisors Financial Network LLC||Athens, GA||Feb 2007 - Sep 2013||6|
|Wachovia Securities, Inc.||Athens, GA||Jun 2002 - Feb 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1989|
|S65||NASAA Investment Advisors Law Examination||Apr 1996|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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