Unclaimed
Taylor Hodges is an investment advisor representative with D.h. Hill Advisors, Inc. in Tyler, Texas. Taylor has been in the industry since August 2011. Taylor has a Series 6 and a Series 63 registration, as well as the SIE and Series 65 licenses. In addition to being an Investment Advisor Representative, Taylor is also an Independent Insurance Agent. Taylor's specializations include financial planning, retirement planning and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets from third party investment advisers
1
2
TX
12/02/2016 - Present
D.h. Hill Advisors, Inc. (Tyler TX)
TX
08/05/2011 - 12/05/2016
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (TYLER TX)
IA
Issued 09/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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