Taylor Securities, Inc.

Taylor Securities, Inc. (CRD# 17575) is a financial advisory firm headquartered in Brentwood, TN. They manage $246,743,071 in 224 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    247
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $1,101,532
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
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.

AL, FL, KY, NC, TN, TX, VT

Financial Advisors at Taylor Securities, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Barbara G. Daugherty
CRD#: 1680659
100 Winners Circle N, Suite 400, Brentwood, TN 37027
93
Wealthminder
score

Barbara Daugherty (CRD# 1680659) is an Investment Advisor Representative working at Taylor Securities, Inc. in Brentwood, TN and has over 29 years of experience in the finance industry.

2
Martha S. Mason
CRD#: 2468950
100 Winners Circle N, Suite 400, Brentwood, TN 37027
93
Wealthminder
score

Martha Mason (CRD# 2468950) is an Investment Advisor Representative working at Taylor Securities, Inc. in Brentwood, TN and has over 22 years of experience in the finance industry.

3
George W. Moody
CRD#: 4216196
100 Winners Circle N, Suite 400, Brentwood, TN 37027
93
Wealthminder
score

George Moody (CRD# 4216196) is an Investment Advisor Representative working at Taylor Securities, Inc. in Brentwood, TN and has over 5 years of experience in the finance industry.

4
Frederick A. Phillips
CRD#: 4849475
100 Winners Circle N, Suite 400, Brentwood, TN 37027
93
Wealthminder
score

Frederick Phillips (CRD# 4849475) is an Investment Advisor Representative working at Taylor Securities, Inc. in Brentwood, TN and has over 10 years of experience in the finance industry.

5
Jay L. Hollis
CRD#: 4263613
100 Winners Circle, Suite 400, Brentwood, TN 37027
90
Wealthminder
score

Jay Hollis (CRD# 4263613) is an Investment Advisor Representative working at Taylor Securities, Inc. in Brentwood, TN and has over 5 years of experience in the finance industry.

6
David A. Lankford
CRD#: 862265
100 Winners Circle N, Suite 400, Brentwood, TN 37027
63
Wealthminder
score

David Lankford (CRD# 862265) is an Investment Advisor Representative working at Taylor Securities, Inc. in Brentwood, TN and has over 31 years of experience in the finance industry.

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