Unclaimed Profile

Colin Francis Taylor

CAPITAL ADVANTAGE, INC.·WALNUT CREEK, California

Series 65Clean record19 years registeredCAPITAL ADVANTAGE, INC.

1855 OLYMPIC BLVD., WALNUT CREEK, CA 94596CRD# 5196686Firm CRD# 108985

Profile Verification

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

Identity

Colin Francis Taylor · WALNUT CREEK, CA

Registration

CRD #5196686 · CAPITAL ADVANTAGE, INC. · 19 years registered

Brand Profile

Not yet started

Career History

CAPITAL ADVANTAGE, INC.

May 2011 – present

CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT CORPORATION

Mar 2007 – Jun 2011

OAKLAND, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 2, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL ADVANTAGE, INC.

CRD 108985 · SEC 801-55896

AUM

$1.0B

Regulatory assets under management

Employees

2,120 client accounts

Services offered by CAPITAL ADVANTAGE, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL ADVANTAGE, INC. →

Introduction

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Frequently Asked Questions

What services does Colin Francis Taylor offer?

Colin Francis Taylor specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.

What are Colin Francis Taylor's credentials?

Colin Francis Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Colin Francis Taylor located?

Colin Francis Taylor is based in WALNUT CREEK, California, working with CAPITAL ADVANTAGE, INC.. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Colin Francis Taylor charge for services?

Colin Francis 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 CAPITAL ADVANTAGE, INC.?

CAPITAL ADVANTAGE, INC. has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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