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Douglas Edward Taylor

TAYLOR WEALTH MANAGEMENT, LLC·TORRANCE, California
Series 7, Series 66Clean record22 years registeredTAYLOR WEALTH MANAGEMENT, LLC
3655 TORRANCE BLVD., TORRANCE, CA 90503CRD# 4700387Firm CRD# 132955

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Edward Taylor · TORRANCE, CA
Registration
CRD #4700387 · TAYLOR WEALTH MANAGEMENT, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

TAYLOR WEALTH MANAGEMENT, LLC
Jan 2005 – present
LINSCO/PRIVATE LEDGER CORP.
Sep 2003 – May 2004
TORRANCE, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · September 8, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TAYLOR WEALTH MANAGEMENT, LLC
CRD 132955 · SEC 801-120779
AUM
$131M
Regulatory assets under management
Employees
1
202 client accounts
Services offered by TAYLOR WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TAYLOR WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Douglas Edward Taylor offer?
Douglas Edward Taylor specializes in Financial Planning, Investment Management. Contact their office in TORRANCE, California for a consultation.
What are Douglas Edward Taylor's credentials?
Douglas Edward Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Edward Taylor located?
Douglas Edward Taylor is based in TORRANCE, California, working with TAYLOR WEALTH MANAGEMENT, LLC. Their office serves clients in the TORRANCE metropolitan area and surrounding communities.
How does Douglas Edward Taylor charge for services?
Douglas Edward Taylor's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TAYLOR WEALTH MANAGEMENT, LLC?
TAYLOR WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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