David Taylor, financial advisor Richland MS
90 score

David Taylor

CRD Number: 6254845
Current Firm: H.d. Vest Advisory Services, Inc.

David Taylor (CRD# 6254845) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Richland, MS and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Insurance Agency Inc. Irving, TX Nov 2016 - Current 1
Affordable Lending Group Ridgeland, MS Nov 2016 - Current 1
H.d. Vest Investment Services Richland, MS Nov 2016 - Current 1
H.d. Vest Advisory Services Richland, MS Nov 2016 - Current 1
Axa Advisors, LLC New York, NY Oct 2013 - Oct 2016 3
Home Lending Group Flowood, MS Jul 2011 - Oct 2013 2
Evolve Bank Flowood, MS Feb 2009 - Jul 2011 2
Regions Bank Flowood, MS Jul 2009 - Nov 2009 < 1
Realty Mortgage Flowood, MS Apr 2001 - Mar 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2014
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for David Taylor
Phone Number: 972-870-6135
Firm Website: https://www.hdvest.com
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    12,278
    MILLIONS
  • Total Number of Accounts
    56,222
    ACCOUNTS
  • Average Account Value
    $218,381
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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