Andrew Taylor, financial advisor Memphis TN

Andrew Taylor

CRD Number: 4342791
Current Firm: Cumberland Partners, LLC

Andrew Taylor (CRD# 4342791) is an Investment Advisor Representative working at Cumberland Partners, LLC in Memphis, TN and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Finalis Securities LLC Chicago, IL Jan 2022 - Current < 1
Cumberland Partners, LLC Memphis, TN Feb 2010 - Current 12
Growth Capital Services Inc. Memphis, TN Oct 2019 - Jan 2022 2
Patrick Capital Markets, LLC St. Louis, MO May 2017 - Oct 2019 2
Trestle Point, LLC Brentwood, TN Jun 2013 - Apr 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew G. Taylor
Phone Number: 901-726-3630
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

TN

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