Beverly Taylor, financial advisor Bowie MD
96 score

Beverly Taylor

CRD Number: 1427514
Current Firm: Securian Financial Services, Inc.

Beverly Taylor (CRD# 1427514) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Bowie, MD and has over 18 years of experience in the finance industry. Beverly 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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Professional Designations
Company Name Location Dates Years
Minnesota Life St. Paul, MN Jan 2018 - Current < 1
Securian Financial Services Inc. St. Paul, MN Jan 2018 - Current < 1
Securian Capital Of The Chesapeake Bowie, MD Jan 2018 - Current < 1
Unemployed Lake Ridge, VA Sep 2016 - Dec 2017 1
Ef Legacy Securities, LLC Henrico, VA Apr 2016 - Sep 2016 < 1
Edelman Financial Services LLC Fairfax, VA Mar 2013 - Sep 2016 3
Sanders Morris Harris Inc. Houston, TX Mar 2013 - Apr 2016 3
Unemployed Lake Ridge, VA Aug 2012 - Mar 2013 < 1
Lpl Financial Herndon, VA Apr 2008 - Aug 2012 4
Suntrust Investment Services Vienna, VA Apr 2004 - Apr 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1999
Contact Info for Beverly A. Taylor
Phone Number: 651-665-5609
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    7,655
    MILLIONS
  • Total Number of Accounts
    33,011
    ACCOUNTS
  • Average Account Value
    $231,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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