Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Hundley is a financial advisor registered with LPL Financial LLC in DALLAS, TX. Taylor has been in the financial services industry since May 5, 2004. Taylor has been registered with LPL Financial LLC since July 5, 2018. Prior to that, Taylor was registered with SAGEPOINT FINANCIAL, INC. from October 31, 2008, to July 11, 2018. Taylor has a wide range of experience in the financial services industry, including investment advisory, brokerage, and insurance.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
07/05/2018 - Present
LPL Financial LLC (DALLAS TX)
TX
10/31/2008 - 07/11/2018
SAGEPOINT FINANCIAL, INC. (DALLAS TX)
TX
05/05/2004 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (DALLAS TX)
IA
Issued 01/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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