Kentrell Taylor, financial advisor Irving TX
93 score

Kentrell Taylor

CRD Number: 5449696
Current Firm: H.d. Vest Advisory Services, Inc.

Kentrell Taylor (CRD# 5449696) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Irving, TX and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Advisosry Services Irving, TX Jul 2017 - Current < 1
Hd Vest Investment Services Irving, TX Jul 2017 - Current < 1
Corporate Dollar Entertainment, LLC Flint, MI Jan 2012 - Current 6
Bank Of America, N.a. Dallas, TX Apr 2016 - Jul 2017 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas, TX Apr 2016 - Jul 2017 1
Usaa Financial Advisors, Inc. Addison, TX Jul 2013 - Mar 2016 2
Usaa Financial Planning Services Addison, TX Jul 2013 - Mar 2016 2
Tiaa-cref Individual & Institutional Lewisville, TX Sep 2012 - Jul 2013 < 1
Tiaa Lewisville, TX Sep 2012 - Jul 2013 < 1
Wells Fargo Advisors LLC Flint, MI Sep 2011 - Sep 2012 1
Walmart Inc. Burton, MI May 2011 - Sep 2011 < 1
Unemployed Flint, MI Jul 2010 - May 2011 < 1
Edward Jones St. Louis, MO Feb 2010 - Jul 2010 < 1
Unemployed Flint, MI Sep 2009 - Feb 2010 < 1
United Investment Managers, Inc. Chicago, IL Jul 2007 - Sep 2009 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2007
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Kentrell L. Taylor
Phone Number: 972-870-6135
Firm Website: https://www.hdvest.com
Registered State(s):
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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