Taylor & Associates

Taylor & Associates (CRD# 122944) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $6,415,664 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $200,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
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.

CA

Financial Advisors at Taylor & Associates
Showing 1 - 1 of 1 top financial advisors.
1
Nigel B. Taylor
CRD#: 1709118
Santa Monica, CA
96
Wealthminder
score

Nigel Taylor (CRD# 1709118) is an Investment Advisor Representative working at Taylor & Associates in Santa Monica, CA and has over 11 years of experience in the finance industry. Nigel 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.

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