Taylor & Associates
Taylor & Associates (CRD# 122944) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $8,033,066 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$267,769
- 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
- Publication of periodicals or newsletters
Nigel Taylor (CRD# 1709118) is an Investment Advisor Representative working at Taylor & Associates in Santa Monica, CA and has over 12 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.