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Trevor David Taylor

Archer Investment Corp.

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About Trevor David Taylor

Trevor David Taylor is an investment advisor representative with Archer Investment Corp. Trevor has been in the industry for over 15 years and has experience working with individual clients, high net worth individuals, pension and profit sharing plans, and corporations. He is licensed in Idaho as an Investment Advisor Representative and holds the Series 6, Series 22, Series 63, and Series 65 licenses, as well as the SIE. Trevor is also a Certified Public Accountant and has his own accounting practice. He is passionate about helping his clients achieve their financial goals.

Firm Information

Trevor Taylor is currently registered with Archer Investment Corp.. Archer Investment Corp. is an investment advisor based in Carmel, IN. The firm manages assets for individuals, investment companies, pension plans, and other clients. Archer Investment Corp. provides portfolio management services, as well as pension consulting. They have over 80 investment advisor representatives and manage approximately $749 million in assets.
Archer Investment Corp.

11711 N. COLLEGE AVE

CARMEL, IN 46032

$749.21M

Assets Under Management

Not reported

Total Clients

75

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Trevor Taylor’s Registration & Firm History

ID

02/16/2018 - Present

Archer Investment Corp. (Boise ID)

ID

02/07/2013 - 02/23/2018

HD VEST INVESTMENT SERVICES (BOISE ID)

ID

08/25/2008 - 12/31/2012

AMERICAN INDEPENDENT SECURITIES GROUP, LLC (BOISE ID)

ID

12/18/2002 - 09/29/2008

H.D. VEST INVESTMENT SERVICES (BOISE ID)

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Licenses & Designations

IA

Issued 07/31/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/10/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2008

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/17/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trevor David Taylor.
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