Unclaimed
Harrison William Taylor has been in the financial industry since June 8, 1994 and is currently registered with Truist Advisory Services, Inc. as an Investment Advisor Representative. Harrison holds a Series 65 license and has been registered with the firm since February 2021. Harrison previously worked for BB&T Securities, LLC, Scott & Stringfellow, LLC, and Scott & Stringfellow, Inc. Harrison has a diverse background in the industry and is well-equipped to provide a range of services to clients.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTESVILLE VA)
VA
11/20/2012 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
05/05/1999 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (CHARLOTTESVILLE VA)
VA
08/27/1997 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NY
06/09/1994 - 09/03/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/26/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2001
Series 3 - National Commodity Futures Examination
BC
Issued 06/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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