Taylor Securities, Inc.

Taylor Securities, Inc. (CRD# 17575) is a financial advisory firm headquartered in Brentwood, TN. They manage $215,383,209 in 227 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    215
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $948,825
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, GA, KY, NC, TN, TX, VT

Financial Advisors at Taylor Securities, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Frederic A. Palmliden
CRD#: 4422698
100 Winners Circle, Suite 400, Brentwood, TN 37027
96
Wealthminder
score

Frederic Palmliden (CRD# 4422698) is an Investment Advisor Representative working at Taylor Securities, Inc. in Brentwood, TN and has over 16 years of experience in the finance industry.

2
Frederick A. Phillips
CRD#: 4849475
100 Winners Circle N, Suite 400, Brentwood, TN 37027
96
Wealthminder
score

Frederick Phillips (CRD# 4849475) is an Investment Advisor Representative working at Taylor Securities, Inc. in Brentwood, TN and has over 12 years of experience in the finance industry. Frederick Phillips 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.

3
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 30 years of experience in the finance industry.

4
Jay L. Hollis
CRD#: 4263613
100 Winners Circle, Suite 400, Brentwood, TN 37027
93
Wealthminder
score

Jay Hollis (CRD# 4263613) is an Investment Advisor Representative working at Taylor Securities, Inc. in Brentwood, TN and has over 6 years of experience in the finance industry.

5
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 24 years of experience in the finance industry.

6
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 7 years of experience in the finance industry.

7
William G. Taylor
CRD#: 5281005
100 Winners Circle N, Suite 400, Brentwood, TN 37027
93
Wealthminder
score

William Taylor (CRD# 5281005) is an Investment Advisor Representative working at Taylor Securities, Inc. in Brentwood, TN and has over 11 years of experience in the finance industry.

8
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 33 years of experience in the finance industry.

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