William Taylor, financial advisor Fairfax VA

William Taylor

CRD Number: 1854617
Current Firm: Kirk Capital Advisors LLC

William Taylor (CRD# 1854617) is an Investment Advisor Representative working at Kirk Capital Advisors LLC in Fairfax, VA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Kirk Capital Advisors, LLC Fairfax, VA Dec 2020 - Current 3
West Financial Services Mclean, VA Jan 2018 - Dec 2020 2
1st Portfolio, Inc. Vienna, VA Jan 2010 - Jan 2018 8
Capitol Securities Management, Inc. Mclean, VA Nov 1996 - Dec 2014 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
S65 NASAA Investment Advisors Law Examination Feb 1993
Contact Info for William K. Taylor
Phone Number: 888.340.5475
Registered State(s):
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    108
    MILLIONS
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $568,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IN, MD, VA

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