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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 Burwell Smith is a financial professional registered with Cambridge Investment Research Advisors, Inc. Taylor Burwell Smith has been in the industry since February 2012 and is currently registered with Cambridge Investment Research Advisors, Inc. as a Registered Representative. Taylor Burwell Smith holds a Series 6, Series 63 and Series 65 license. Taylor Burwell Smith's firm, Cambridge Investment Research Advisors, Inc., has offices in Reston, VA, and offers services in portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars and market timing services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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2
VA
09/02/2021 - Present
Cambridge Investment Research Advisors, Inc. (Reston VA)
VA
11/18/2019 - 09/15/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Reston VA)
VA
03/07/2013 - 12/17/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFAX VA)
IA
Issued 09/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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