Unclaimed Profile

Frances Trott Jordan

W. R. TAYLOR & COMPANY, LLC·MONTGOMERY, Alabama

Clean recordW. R. TAYLOR & COMPANY, LLC

1 COMMERCE STREET, SUITE 600, MONTGOMERY, AL 36104CRD# 839882Firm CRD# 107179

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frances Trott Jordan · MONTGOMERY, AL

Registration

CRD #839882 · W. R. TAYLOR & COMPANY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Frances Trott Jordan is a registered financial advisor based in MONTGOMERY, Alabama, affiliated with W. R. TAYLOR & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

W. R. TAYLOR & COMPANY, LLC

W.R. TAYLOR & COMPANY, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at W. R. TAYLOR & COMPANY, LLC →

Services

Other

Background

Compensation

Other: ONE-TIME FEE BASED ON THE SIZE OF THE TRANS.

Regulatory

SEC/IARD CRD# 839882

Firm CRD# 107179

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Frances Trott Jordan offer?

Frances Trott Jordan is a registered financial advisor in MONTGOMERY, Alabama. Contact their office for details on services offered.

What are Frances Trott Jordan's credentials?

Frances Trott Jordan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frances Trott Jordan located?

Frances Trott Jordan is based in MONTGOMERY, Alabama, working with W. R. TAYLOR & COMPANY, LLC. Their office serves clients in the MONTGOMERY metropolitan area and surrounding communities.

How does Frances Trott Jordan charge for services?

Frances Trott Jordan's firm is compensated through other: one-time fee based on the size of the trans.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is W. R. TAYLOR & COMPANY, LLC?

W. R. TAYLOR & COMPANY, LLC has approximately 6 employees. The firm is registered with the SEC as an investment adviser.

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