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Creed Donnell Taylor

Avantax Investment Services, Inc.

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About Creed Donnell Taylor

Creed Donnell Taylor is a financial advisor with over 20 years of experience in the industry. Creed has been registered with Avantax Investment Services, Inc. since March 1998 and has held Series 6 and Series 63 securities licenses. Creed is licensed in North Carolina, Pennsylvania, and Virginia. Creed specializes in helping clients with their investment needs.

Firm Information

Creed Taylor is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Creed Taylor’s Registration & Firm History

VA

03/25/1998 - Present

Avantax Investment Services, Inc. (MARTINSVILLE VA)

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Licenses & Designations

BC

Issued 03/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Creed Donnell Taylor. Review regulatory record here.
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