Joseph Taylor, financial advisor Watkinsville GA
93 score

Joseph Taylor

CRD 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.

Similar Advisors
Arthur Aube, financial advisor Watkinsville GA
Arthur J. Aube
CRD# 2187256
Cetera Advisors LLC
Score
96
Similar Advisors
Paul Brown, financial advisor Watkinsville GA
Paul C. Brown
CRD# 4546256
Elwood & Goetz Wealth Advisory Group, LLC
Score
96
Similar Advisors
Robert Butler, financial advisor Watkinsville GA
Robert R. Butler
CRD# 3060534
State Farm Investment Management Corp.
Score
96
Company Name Location Dates Years
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
Contact Info for Joseph D. Taylor
Phone Number: 727-567-5877
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.