Mcham Taylor & Company

Mcham Taylor & Company (CRD# 155378) is a financial advisory firm headquartered in Spartanburg, SC. They manage $150,435,809 in 144 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $1,044,693
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC, TX

Financial Advisors at Mcham Taylor & Company
Showing 1 - 2 of 2 top financial advisors.
1
David C. Taylor
CRD#: 3238186
781 East Main Street, Spartanburg, SC 29302
96
Wealthminder
score

David Taylor (CRD# 3238186) is an Investment Advisor Representative working at Mcham Taylor & Company in Spartanburg, SC and has over 17 years of experience in the finance industry. David Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gary S. McHam
CRD#: 328246
781 East Main Street, Spartanburg, SC 29302
48
Wealthminder
score

Gary McHam (CRD# 328246) is an Investment Advisor Representative working at Mcham Taylor & Company in Spartanburg, SC and has over 37 years of experience in the finance industry.

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