Taylor K A Associates Inc.
Taylor K A Associates Inc. (CRD# 106296) is a financial advisory firm headquartered in , . They manage $13,669,940 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$546,798
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kathryn Taylor (CRD# 1325240) is an Investment Advisor Representative working at Taylor K A Associates Inc. in Cambria, CA and has 1 year of experience in the finance industry. Kathryn 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.