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J taylor Laing Davis

Hill Country Group

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About J taylor Laing Davis

J Taylor Laing Davis is a financial advisor with Hill Country Group. J Taylor Laing Davis is a registered Investment Advisor Representative in Texas. J Taylor Laing Davis has been in the financial services industry for over 6 years. J Taylor Laing Davis specializes in providing financial planning, portfolio management and pension consulting services to individuals, high net worth individuals, and corporations.

Firm Information

J taylor Davis is currently registered with Hill Country Group. Hill Country Group, based in Boerne, TX, is an investment advisory firm that provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and pooled investment vehicles. The firm manages approximately $179,605,864 in assets for a total of 506 clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Hill Country Group also participates in wrap fee programs.
Hill Country Group

2 SPENCER ROAD

BOERNE, TX 78006

$179.61M

Assets Under Management

Not reported

Total Clients

5

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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fixed fees

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

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percentage of assets

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

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J taylor Davis’s Registration & Firm History

TX

03/19/2020 - Present

Hill Country Group (BOERNE TX)

TX

01/06/2021 - 12/31/2021

M. S. HOWELLS & CO. (BOERNE TX)

TX

03/01/2019 - 01/05/2021

CALTON & ASSOCIATES, INC. (Boerne TX)

TX

10/19/2016 - 03/13/2019

AXA ADVISORS, LLC (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 03/07/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/04/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for J taylor Laing Davis.
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