Taylor Wealth Management, LLC
Taylor Wealth Management, LLC (CRD# 132955) is a financial advisory firm headquartered in Torrance, CA. They manage $78,541,849 in 185 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management79MILLION
Total Number of Accounts185ACCOUNTS
Average Account Value$424,551
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Douglas Taylor (CRD# 4700387) is an Investment Advisor Representative working at Taylor Wealth Management, LLC in Torrance, CA and has over 14 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.