Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Roberts is a financial advisor with over 27 years of experience in the industry. Taylor is registered with LPL Financial LLC in both Alabama and Texas. Taylor has previously worked at Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Citigroup Global Markets Inc., The Robinson-Humphrey Company, LLC and Compass Brokerage, Inc. Taylor holds the Series 7, Series 63, and Series 65 licenses and is a registered representative of LPL Financial. Taylor offers a variety of financial services, including financial planning, portfolio management, and consulting.
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
AL
10/04/2022 - Present
LPL Financial LLC (DECATUR AL)
AL
02/13/2013 - 10/06/2022
RAYMOND JAMES & ASSOCIATES, INC. (DECATUR AL)
AL
05/24/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (DECATUR AL)
AL
01/02/2002 - 06/11/2007
CITIGROUP GLOBAL MARKETS INC. (DECATUR AL)
GA
05/16/1997 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
AL
08/23/1995 - 05/20/1997
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
IA
Issued 06/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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