Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Taylor is a financial advisor at Avantax Advisory Services. James is registered with the state of Michigan, and holds Series 66, SIE and Series 7 licenses. James has over 12 years of experience in the financial industry and previously worked at 1st Global Capital Corp. James' primary business is as a Tax Partner at DGN, LLC. James provides tax compliance, corporate, individual, estate/gift returns, tax planning, business consulting services, planning for the tax structure of transactions and planning for the business succession for owners.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MI
10/25/2019 - Present
Avantax Advisory Services (TRAVERSE CITY MI)
MI
12/10/2018 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (TRAVERSE CITY MI)
BOTH
Issued 01/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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