William Taylor, financial advisor Mclean VA
96 score

William Taylor

CRD Number: 1854617
Current Firm: West Financial Services, Inc.

William Taylor (CRD# 1854617) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 29 years of experience in the finance industry. William 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
West Financial Services Mclean, VA Jan 2018 - Current < 1
1st Portfolio, Inc. Vienna, VA Jan 2010 - Jan 2018 8
Capitol Securities Management, Inc. Mclean, VA Nov 1996 - Dec 2014 18
#ia Capitol Securities Management, Inc. Mclean, VA Nov 1996 - Feb 2014 17
Taylor Wealth Advisors, LLC Vienna, VA Jan 2007 - Jan 2010 3
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: 703-847-2500
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,224
    MILLIONS
  • Total Number of Accounts
    1,736
    ACCOUNTS
  • Average Account Value
    $704,784
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
  • Pension consulting services
Types of Clients
Registered States

CA, DC, DE, FL, IL, MA, MD, NC, NY, PA, TX, VA

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

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