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Tiffany Angela Taylor

Raymond James Financial Services, Inc.

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About Tiffany Angela Taylor

Tiffany Taylor is a financial advisor with Raymond James Financial Services, Inc., a firm located in San Ramon, CA. Tiffany is a Series 7, Series 24 and SIE licensed professional. Tiffany has been in the financial services industry since 2006. Tiffany has worked at several firms over the years including Securian Financial Services, Inc., Commonwealth Financial Network, Cetera Advisor Networks LLC, Cetera Advisors LLC, First Allied Securities, Inc., Summit Brokerage Services, Inc., Invest Financial Corporation, Signator Investors, Inc., Transamerica Financial Advisors, Inc, World Group Securities, Inc.

Firm Information

Tiffany Taylor is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Tiffany Taylor’s Registration & Firm History

CA

05/31/2023 - Present

Raymond James Financial Services, Inc. (San Ramon CA)

CA

09/19/2022 - 05/31/2023

SECURIAN FINANCIAL SERVICES, INC. (SAN RAMON CA)

CA

08/13/2018 - 09/06/2022

COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)

CA

12/08/2017 - 07/02/2018

CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)

CA

12/08/2017 - 07/02/2018

CETERA ADVISORS LLC (SAN DIEGO CA)

CA

12/08/2017 - 07/02/2018

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

CA

12/08/2017 - 07/02/2018

SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)

FL

06/07/2017 - 11/02/2017

INVEST FINANCIAL CORPORATION (TAMPA FL)

FL

05/13/2016 - 10/19/2016

SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)

FL

07/21/2005 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)

FL

06/16/2009 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (ST. PETERSBURG FL)

FL

12/01/2006 - 01/14/2008

WORLD GROUP SECURITIES, INC. (ST. PETERSBURG FL)

FL

01/24/2006 - 11/15/2006

WORLD GROUP SECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 01/16/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tiffany Angela Taylor.
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