linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dhillon Thomas Taylor

Secura Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dhillon? Claim Your Profile

About Dhillon Thomas Taylor

Dhillon Thomas Taylor is a financial advisor who has been in the industry since 2018. Dhillon is currently registered with Secura Financial, a firm headquartered in Orange, CA. Prior to joining Secura Financial, Dhillon worked at Crown Capital Securities, L.P. and Waddell & Reed. Dhillon has passed the Series 66, Series 7, and SIE exams. Dhillon is also a Certified Financial Planner.

Firm Information

Dhillon Taylor is currently registered with Secura Financial. Secura Financial is an investment advisory firm based in ORANGE, CA. They manage approximately $230,449,000 in assets for 1,123 clients. The firm offers financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They also participate in wrap fee programs.
Secura Financial

333 CITY BOULEVARD WEST,

ORANGE, CA 92868-2944

$230.45M

Assets Under Management

9

Total Clients

14

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dhillon Taylor’s Registration & Firm History

CA

01/17/2020 - Present

Secura Financial (ORANGE CA)

CA

12/02/2019 - 03/21/2024

CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)

CA

03/13/2018 - 12/04/2019

WADDELL & REED (SHERMAN OAKS CA)

Not sure if Dhillon Thomas Taylor is right for you?

Licenses & Designations

BOTH

Issued 05/02/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dhillon Thomas Taylor.
Not sure if Dhillon Thomas Taylor is right for you?