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Lori Jeanne Taylor

CWA Asset Management Group

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About Lori Jeanne Taylor

Lori Jeanne Taylor is a financial advisor with CWA Asset Management Group, a firm that specializes in providing financial planning, portfolio management, and pension consulting to individuals, families, and businesses. Lori Jeanne Taylor has over 20 years of experience in the financial services industry. She is a Certified Financial Planner™ professional and holds the Series 7 and Series 66 securities licenses. Lori Jeanne Taylor is dedicated to helping clients achieve their financial goals.

Firm Information

Lori Taylor is currently registered with CWA Asset Management Group. Capital Wealth Advisors, a Naples, FL-based registered investment advisor, provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They manage approximately $2.5 billion in assets for over 3,500 clients. The firm specializes in providing wealth management services to high net worth individuals, corporations, and retirement plans. They offer a variety of investment services, including customized portfolio management, financial planning, and retirement planning. Capital Wealth Advisors is dedicated to helping their clients achieve their financial goals.
CWA Asset Management Group

9130 GALLERIA COURT

NAPLES, FL 34109

$2.53B

Assets Under Management

1,515

Total Clients

37

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Lori Taylor’s Registration & Firm History

NC

11/12/2020 - Present

CWA Asset Management Group (Cary NC)

NC

01/15/2015 - 11/04/2020

FIFTH THIRD SECURITIES, INC. (RALEIGH NC)

NC

11/13/2006 - 12/22/2014

SUNTRUST INVESTMENT SERVICES, INC. (RALEIGH NC)

GA

07/17/2000 - 04/02/2004

SUNTRUST SECURITIES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 01/03/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lori Jeanne Taylor.
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