Unclaimed
Taylor Howard is a financial advisor with Brandes Investment Partners, LP in La Jolla, CA. Taylor has been in the securities industry for 7 years. Taylor is a Registered Investment Advisor in California and Texas. Taylor's firm manages investments for high-net-worth individuals, institutions, and corporations. They offer portfolio management services, pension consulting, and other investment advisory 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
04/19/2022 - Present
Brandes Investment Partners, LP (LA JOLLA CA)
CO
04/13/2022 - 07/12/2024
ALPS DISTRIBUTORS, INC. (DENVER CO)
TX
06/05/2017 - 03/25/2022
DFA SECURITIES LLC (AUSTIN TX)
BOTH
Issued 07/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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