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Sandra Lynn Taylor

Charles Schwab & CO., Inc.

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About Sandra Lynn Taylor

Sandra Lynn Taylor is a financial advisor at Charles Schwab & CO., Inc. and has been in the industry since 1998. Sandra is a Certified Financial Planner™ and holds the Series 63, Series 65, Series 7 and SIE licenses. She is registered in 27 states. Prior to joining Charles Schwab & CO., Inc., Sandra worked at Prudential Securities Incorporated. Sandra has a strong background in providing financial advice to individual clients and has extensive experience with financial planning, portfolio management and selection of other advisors.

Firm Information

Sandra Taylor is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Sandra Taylor’s Registration & Firm History

FL

01/02/2019 - Present

Charles Schwab & CO., Inc. (Coral Gables FL)

NY

02/21/1997 - 08/19/1998

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/19/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/27/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Sandra Lynn Taylor. Review regulatory record here.
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