ADVISOR BIO

Taylor James Moseley is a financial advisor with Wedbush Securities Inc. Taylor has over 10 years of experience in the financial services industry. Taylor is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 52, and Series 63 licenses. Taylor specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and other institutions. Taylor has worked at a number of firms including Jefferies LLC and Morgan Keegan & Company, Inc.

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ADVISOR BIO

Taylor James elroy Elliott is a registered investment advisor representative with Captrust. Taylor has been in the financial services industry since September 2015. Taylor holds Series 7, 9, 10, 66, and SIE licenses. Taylor has experience working with individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Taylor is a highly experienced advisor who can help you meet your financial goals.

SPECIALIZATIONS

ADVISOR BIO

Taylor Wan is a financial advisor with Wells Fargo Clearing Services, LLC, located in San Francisco, CA. Taylor has been in the financial services industry since 2007. Taylor has a total of 11 approved SRO registrations, including 1 FINRA registration and 4 state registrations. Taylor is also registered with the state of California as an Investment Advisor Representative (IAR). Taylor specializes in providing financial planning and investment management services to individuals, businesses, and institutional clients. Taylor has experience working with a variety of clients, including high net worth individuals, corporations, and charitable organizations. Taylor holds the Series 7, Series 9, Series 10, Series 24, and Series 63 and 66 securities licenses. Taylor is a Certified Financial Planner and has experience working with various financial institutions including J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., and Scottrade, Inc. Taylor is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Taylor Lambert is a financial advisor with over 20 years of experience in the industry. Taylor currently works at Morgan Stanley and is registered with the state of California. Taylor's prior experience includes working at Citigroup Global Markets Inc. and UBS Financial Services Inc. Taylor is dedicated to providing financial advice to clients, helping them reach their financial goals.

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ADVISOR BIO

Taylor Novak is a financial advisor with Edward Jones, a firm with over 22,000 registered representatives. Taylor has been in the financial services industry since 2019. Taylor holds Series 66, 7TO and SIE licenses. Taylor specializes in portfolio management for individuals and businesses. Taylor provides financial planning, pension consulting and selection of other advisors. Taylor is registered to provide securities and advisory services in California, Colorado, Idaho, Illinois, Iowa, Massachusetts, Minnesota, Montana, Nevada, Oregon, Texas, Utah and Washington.

SPECIALIZATIONS

ADVISOR BIO

Taylor Richardson is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Taylor has been in the industry since 2007 and is licensed in multiple states. Taylor has worked at Citigroup Global Markets Inc. and Wells Fargo Investments, LLC in the past. Taylor holds the Series 66, SIE and Series 7 licenses. Taylor focuses on providing investment advice to individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies.

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ADVISOR BIO

Taylor Boyd is a financial advisor with Burnham Gibson Wealth Advisors, LLC, an investment firm headquartered in Tampa, Florida. Taylor has been in the financial services industry since 2008 and has experience providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans. Taylor holds Series 6, 7, and 66 securities licenses and is registered as an investment advisor representative in California and Texas. Taylor also holds a Series 63 license in California. In addition to their work with Burnham Gibson Wealth Advisors, LLC, Taylor is also a board member of a local chapter of Young Life National Service Center in Colorado Springs, Colorado.

SPECIALIZATIONS

ADVISOR BIO

Taylor Mark is a financial advisor with The Wealth Consulting Group. Taylor has been in the industry for over 2 years. They are registered as a Registered Representative (RA) with the state of California and have passed the SIE and Series 7TO exams. Taylor specializes in financial planning, portfolio management for individuals, and pension consulting. They are currently working in the firm’s Sacramento, CA office.

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ADVISOR BIO

Taylor Ryan Howard is a financial advisor who has been in the industry for over 5 years. Taylor is registered with Ameriprise Financial Services, LLC, and has been with the company since March 2020. Taylor has a Series 66 license and has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Taylor is registered in 28 states and has experience working with a variety of clients including high-net-worth individuals, corporations, and pension plans. Taylor also provides services such as asset allocation, financial planning, and portfolio management.

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ADVISOR BIO

Tayra Tatiana Martinez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She is registered with the state of California and Texas. Tayra Martinez is a Series 66, Series 7, Series 10, and Series 9 licensed representative and is active in the industry.

SPECIALIZATIONS