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Todd Eugene Taylor

Cadent Capital Advisors, LLC

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About Todd Eugene Taylor

Todd Eugene Taylor is a registered investment advisor representative associated with Cadent Capital Advisors, LLC. Todd has been in the industry since 1986. Todd's experience spans various financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., and E. F. Hutton & Company Inc. Todd holds the Series 3, 7, and 63 licenses. Todd also holds the Series 65 license and is a Certified Financial Planner. Cadent Capital Advisors, LLC is a firm based in Tulsa, OK and provides financial planning, portfolio management for individuals, and pension consulting services.

Firm Information

Todd Taylor is currently registered with Cadent Capital Advisors, LLC. Cadent Capital Advisors, LLC is an investment advisor headquartered in Tulsa, Oklahoma. The firm manages approximately $616,851,354 in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer financial planning, portfolio management, and selection of other advisors.
Cadent Capital Advisors, LLC

4525 EAST 91ST STREET

TULSA, OK 74137

$616.85M

Assets Under Management

17

Total Clients

7

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers fees

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Todd Taylor’s Registration & Firm History

OK

01/04/2017 - Present

Cadent Capital Advisors, LLC (TULSA OK)

OK

11/26/1990 - 11/11/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)

NY

02/15/1988 - 12/13/1990

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

01/22/1986 - 02/15/1988

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 01/08/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/1987

Series 3 - National Commodity Futures Examination

BC

Issued 01/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Todd Eugene Taylor. Review regulatory record here.
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