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Donald Gregory Taylor

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Gregory Taylor · SAN MATEO, CA
Registration
CRD #1051977 · FRANKLIN ADVISORY SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
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
Introduction

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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
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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Patrick Hugh Edward O'connor
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William Jennings Lippman
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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