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Laura Anne Taylor

Forvis Mazars Wealth Advisors, LLC

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About Laura Anne Taylor

Laura Anne Taylor is a financial advisor with Forvis Mazars Wealth Advisors, LLC, based in Little Rock, Arkansas. Laura is a Registered Investment Advisor (IA) in both Arkansas and Texas and has been in the financial industry since 2007. Laura has worked with several firms throughout her career, including Transamerica Investors Securities Corporation, Financial Network Investment Corporation, and ING Financial Advisors, LLC. Laura specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals.

Firm Information

Laura Taylor is currently registered with Forvis Mazars Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an investment advisor headquartered in Springfield, MO. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. With a focus on high-net-worth clients, the firm manages over $8.9 billion in assets. They are registered with the SEC and have a strong reputation for providing comprehensive and personalized wealth management services.
Forvis Mazars Wealth Advisors, LLC

910 EAST ST LOUIS ST

SPRINGFIELD, MO 65806

$8.92B

Assets Under Management

145

Total Clients

79

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Laura Taylor’s Registration & Firm History

AR

01/03/2024 - Present

Forvis Mazars Wealth Advisors, LLC (Little Rock AR)

NY

11/04/2009 - 08/14/2017

TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)

MO

08/25/2009 - 10/29/2009

FINANCIAL NETWORK INVESTMENT CORPORATION (KANSAS CITY MO)

KS

01/02/2007 - 08/14/2009

ING FINANCIAL ADVISERS, LLC (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 05/19/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laura Anne Taylor.
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