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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Taylor is a financial advisor currently registered with LPL Financial LLC in Fort Mill, SC. Jimmy has been in the financial services industry since 2004. Jimmy holds the Series 63, 65, 66, 7, 99TO, and Series 24 licenses, as well as the SIE certification. Prior to joining LPL Financial LLC, Jimmy was employed by Vanguard Marketing Corporation and American Express Financial Advisors Inc. In addition to working as a financial advisor, Jimmy is also a business owner of Forefront Capital, LLC. Jimmy specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jimmy works with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
08/13/2024 - Present
LPL Financial LLC (FORT MILL SC)
NC
09/21/2011 - 09/07/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
MN
09/10/2004 - 03/21/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/10/2004 - 03/21/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
11/21/2002 - 09/16/2004
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 09/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 08/16/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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