Taylor Financial Consulting
Taylor Financial Consulting (CRD# 114577) is a financial advisory firm headquartered in Southlake, TX. They manage $3,100,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Taylor Financial Consulting
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$103,333
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
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

Registered Investment Advisor
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 Financial Consulting
1
Jill Taylor Gordon (CRD# 2103693) is an Investment Advisor Representative working at Taylor Financial Consulting in Southlake, TX and has over 27 years of experience in the finance industry.
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