Taylor Securities, Inc.

Taylor Securities, Inc. (CRD# 17575) is a financial advisory firm headquartered in Brentwood, TN. They manage $261,491,351 in 344 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
100 Winners Circle, Suite 400, Brentwood, TN 37027
http://www.taylorwealthsolutions.com
By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $760,149
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.

LA, TN, TX

Financial Advisors at Taylor Securities, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
David Lankford, financial advisor Brentwood TN
David A. Lankford
CRD#: 862265
100 Winners Circle N, Suite 400, Brentwood, TN 37027

David Lankford (CRD# 862265) is an Investment Advisor Representative working at Taylor Securities, Inc. in Brentwood, TN and has over 39 years of experience in the finance industry.

2
Martha Mason, financial advisor Brentwood TN
Martha S. Mason
CRD#: 2468950
100 Winners Circle N, Suite 400, Brentwood, TN 37027

Martha Mason (CRD# 2468950) is an Investment Advisor Representative working at Taylor Securities, Inc. in Brentwood, TN and has over 29 years of experience in the finance industry.

3
George Moody, financial advisor Brentwood TN
George W. Moody
CRD#: 4216196
100 Winners Circle N, Suite 400, Brentwood, TN 37027

George Moody (CRD# 4216196) is an Investment Advisor Representative working at Taylor Securities, Inc. in Brentwood, TN and has over 13 years of experience in the finance industry.

4
Katelyn Dunstan, financial advisor Brentwood TN
Katelyn D. Dunstan
CRD#: 7380052
100 Winners Circle N, Suite 400, Brentwood, TN 37027

Katelyn Dunstan (CRD# 7380052) is an Investment Advisor Representative working at Taylor Securities, Inc. in Brentwood, TN and has 1 year of experience in the finance industry.

5
Holden Mobley, financial advisor Brentwood TN
Holden M. Mobley
CRD#: 7175005
100 Winners Circle N, Suite 400, Brentwood, TN 37027

Holden Mobley (CRD# 7175005) is an Investment Advisor Representative working at Taylor Securities, Inc. in Brentwood, TN and has over 4 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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