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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor A. Harroun is a financial advisor with Creative Planning. Taylor is a Certified Financial Planner and has over 8 years of experience in the financial services industry. Taylor has a Series 6, 7, 63, and 66 licenses and holds a SIE designation. Taylor has a strong background in providing financial planning and investment management services to individuals, families, businesses, 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.
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.
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2
FL
02/02/2017 - Present
Creative Planning (Odessa FL)
FL
07/23/2008 - 01/09/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 06/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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