Kevin Taylor, financial advisor Boulder CO

Kevin Taylor

CRD Number: 6369647
Current Firm: Insight, Corp.

Kevin Taylor (CRD# 6369647) is an Investment Advisor Representative working at Insight, Corp. in Boulder, CO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Insight, Corp. Boulder, CO Oct 2020 - Current 3
Td Ameritrade Boulder, CO Mar 2018 - Oct 2020 2
Scottrade Boulder, CO May 2017 - Mar 2018 < 1
Waddell & Reed, Inc. Boulder, CO Dec 2016 - Apr 2017 < 1
Unemployed Erie, CO Jul 2016 - Dec 2016 < 1
Robert W. Baird & Company Incorporated Denver, CO Jul 2014 - Jul 2016 2
Unemployed Erie, CO May 2014 - Jul 2014 < 1
Zuora San Francisco, CA Feb 2014 - May 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Kevin T. Taylor
Phone Number: 703-314-6538
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    47
    MILLIONS
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $183,836
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CO, TX

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