Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Douglas Taylor is a financial advisor with Edward Jones. Brian has been in the financial services industry since December 5, 2000. Brian has Series 7 and Series 63 licenses and is registered to provide investment advice in Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Kansas, Louisiana, Maryland, Minnesota, Missouri, New Mexico, North Carolina, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, and Virginia. Brian has a proven track record of success in helping individuals and families reach their financial goals. Brian specializes in providing financial planning, portfolio management, and investment advice to individuals, families, businesses, and retirement plans. Brian is also active in the community, serving on the boards of the Kiwanis Club, the Poplar Bluff R-1 School Long Range Building Committee, the Poplar Bluff Mules Booster Club, and the PB Letter Club.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
03/06/2019 - Present
Edward Jones (POPLAR BLUFF MO)
MO
01/08/2002 - 01/16/2007
FIRST TENNESSEE BROKERAGE, INC. (POPLAR BLUFF MO)
MO
10/26/2000 - 11/28/2001
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
BC
Issued 10/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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