Ross TaylorCRD Number: 1081916
Current Firm: Nfp Advisor Services, LLC
Ross Taylor (CRD# 1081916) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in West Chester, PA and has over 34 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||1|
|R.t.i. (dba) Ross S. Taylor||West Chester, PA||Jan 1996 - Current||22|
|Nfp Advisor Services, LLC||Austin, TX||Nov 2001 - Apr 2016||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
Total Assets Under Management12,254MILLIONS
Total Number of Accounts54,412ACCOUNTS
Average Account Value$225,208
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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