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Colin Francis Taylor

CAPITAL ADVANTAGE, INC.·WALNUT CREEK, California
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1855 OLYMPIC BLVD., WALNUT CREEK, CA 94596CRD# 5196686Firm CRD# 108985
01

About

Colin Francis Taylor is a registered financial advisor based in WALNUT CREEK, California, affiliated with CAPITAL ADVANTAGE, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL ADVANTAGE, INC.
CAPITAL ADVANTAGE, INC.
AUM
$1.0B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at CAPITAL ADVANTAGE, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5196686
Firm CRD# 108985
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other Advisors at CAPITAL ADVANTAGE, INC.

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Nicola Longmuir
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Donna Lewis Zinman
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Mark A Zinman
WALNUT CREEK, CA
Sara Lyn Delee Castille
WALNUT CREEK, CA
Dawnalizabeth Henke
WALNUT CREEK, CA

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Research
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