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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Vaughn Taylor is an investment advisor representative at Beacon Pointe Advisors, LLC. Gregory has been in the industry for over 20 years and has a wide range of experience in financial planning, portfolio management, and investment consulting. Gregory is a Certified Financial Planner and a Chartered Financial Analyst. He is a member of the San Francisco Society of Financial Analysts. Prior to joining Beacon Pointe Advisors, LLC, Gregory was employed at Mercer Global Advisors. Gregory also has experience with Global Hunter Securities, LLC, Roth Capital Partners, LLC, P.R. Taylor & Co., Inc., and DFA Securities Inc.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
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2
CA
01/02/2025 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
06/20/2007 - 11/04/2008
GLOBAL HUNTER SECURITIES, LLC (NEWPORT BEACH CA)
CA
10/19/2005 - 06/21/2007
ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)
CA
07/10/1998 - 05/04/1999
P.R. TAYLOR & CO., INC. (PALO ALTO CA)
TX
10/06/1995 - 05/27/1997
DFA SECURITIES INC. (AUSTIN TX)
BC
Issued 11/04/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1996
Series 24 - General Securities Principal Examination
BC
Issued 07/30/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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