Taylor Financial Consulting

Taylor Financial Consulting (CRD# 114577) is a financial advisory firm headquartered in Lantana, TX. They manage $1,080,000 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8204 Tyler, Lantana, TX 76226
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $83,077
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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, financial advisor Lantana TX
Jill Taylor Gordon
CRD#: 2103693
8204 Tyler, Lantana, TX 76226

Jill Taylor Gordon (CRD# 2103693) is an Investment Advisor Representative working at Taylor Financial Consulting in Lantana, TX and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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