Taylor Wealth Management, LLC

Taylor Wealth Management, LLC (CRD# 132955) is a financial advisory firm headquartered in Torrance, CA. They manage $65,026,443 in 158 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $411,560
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

CA

Financial Advisors at Taylor Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Douglas E. Taylor
CRD#: 4700387
3655 Torrance Blvd., Suite 347, Torrance, CA 90503
96
Wealthminder
score

Douglas Taylor (CRD# 4700387) is an Investment Advisor Representative working at Taylor Wealth Management, LLC in Torrance, CA and has over 13 years of experience in the finance industry. Douglas 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.

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