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Donald Gregory Taylor

FRANKLIN ADVISORY SERVICES, LLC·SAN MATEO, California
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ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403-1906CRD# 1051977Firm CRD# 111361
01

About

Donald Gregory Taylor is a registered financial advisor based in SAN MATEO, California, affiliated with FRANKLIN ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
FRANKLIN ADVISORY SERVICES, LLC
FRANKLIN ADVISORY SERVICES, LLC
AUM
$9.2B
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FRANKLIN ADVISORY SERVICES, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1051977
Firm CRD# 111361
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Gregory Taylor offer?
Donald Gregory Taylor specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in SAN MATEO, California for a consultation.
What are Donald Gregory Taylor's credentials?
Donald Gregory Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Gregory Taylor located?
Donald Gregory Taylor is based in SAN MATEO, California, working with FRANKLIN ADVISORY SERVICES, LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Donald Gregory Taylor charge for services?
Donald Gregory Taylor's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRANKLIN ADVISORY SERVICES, LLC?
FRANKLIN ADVISORY SERVICES, LLC has approximately 2 employees and manages $9.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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