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
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • 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
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
Showing 1 - 1 of 1 top financial advisors.
1
Jill Taylor Gordon
CRD#: 2103693
211 E. Southlake Blvd., Suite 112, Southlake, TX 76092
93
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.