Taylor & Taylor Financial Services

Taylor & Taylor Financial Services (CRD# 117968) is a financial advisory firm headquartered in , . They manage $1,086,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $362,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

TX

Financial Advisors at Taylor & Taylor Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Britton M. Taylor
CRD#: 3158186
Keller, TX
96
Wealthminder
score

Britton Taylor (CRD# 3158186) is an Investment Advisor Representative working at Taylor & Taylor Financial Services in Keller, TX and has over 19 years of experience in the finance industry. Britton 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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