Unclaimed
David Bevier Taylor is a registered representative with NBC Securities, Inc. David has been in the securities industry since 1987. David is registered in 11 states and has a series 63, 65, 7, 31, and SIE licenses. David has previous experience with RBC Capital Markets, LLC, Ferris, Baker Watts, LLC, and Legg Mason Wood Walker, Incorporated. NBC Securities, Inc. is a registered investment advisor based in Birmingham, Alabama and provides investment management services to individuals, corporations, and charitable organizations.
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.
1
2
MD
09/28/2022 - Present
NBC Securities, Inc. (HUNT VALLEY MD)
MD
03/13/2009 - 02/08/2013
RBC CAPITAL MARKETS, LLC (HUNT VALLEY MD)
MD
01/22/1999 - 03/13/2009
FERRIS, BAKER WATTS, LLC (HUNT VALLEY MD)
MD
11/25/1987 - 09/21/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
11/09/1998 - 01/26/1999
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
MD
11/25/1987 - 10/16/1993
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 05/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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