Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Earl Taylor is a financial advisor with over 40 years of experience in the industry. David is a Registered Representative and Investment Advisor Representative licensed in 27 states. David is associated with Raymond James Financial Services Advisors, Inc. and holds several industry designations, including the Series 7, Series 24, Series 31, and Series 53 licenses. David’s experience in financial advising extends to various business areas including, but not limited to, financial planning, pension consulting, and investment management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (CORSICANA TX)
NA
05/18/1984 - 05/17/1985
PRUDENTIAL-BACHE SECURITIES INC.
NA
01/19/1980 - 05/15/1984
EDWARD D. JONES & CO., L.P.
BC
Issued 02/20/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/05/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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