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Dennis Willard Taylor

TRIUMPH WEALTH ADVISORS, INC.·WOODSTOCK, Georgia
Clean recordTRIUMPH WEALTH ADVISORS, INC.
2230 TOWNE LAKE PKWY, WOODSTOCK, GA 30189CRD# 1563266Firm CRD# 153175

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dennis Willard Taylor · WOODSTOCK, GA
Registration
CRD #1563266 · TRIUMPH WEALTH ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Dennis Willard Taylor is a registered financial advisor based in WOODSTOCK, Georgia, affiliated with TRIUMPH WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TRIUMPH WEALTH ADVISORS, INC.
TRIUMPH WEALTH ADVISORS, INC.
AUM
$28M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TRIUMPH WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: FEE FOR PLAN DESIGN
Regulatory
SEC/IARD CRD# 1563266
Firm CRD# 153175
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dennis Willard Taylor offer?
Dennis Willard Taylor specializes in Financial Planning, Investment Management. Contact their office in WOODSTOCK, Georgia for a consultation.
What are Dennis Willard Taylor's credentials?
Dennis Willard Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Willard Taylor located?
Dennis Willard Taylor is based in WOODSTOCK, Georgia, working with TRIUMPH WEALTH ADVISORS, INC.. Their office serves clients in the WOODSTOCK metropolitan area and surrounding communities.
How does Dennis Willard Taylor charge for services?
Dennis Willard Taylor's firm is compensated through percentage of aum, hourly charges, other: fee for plan design. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIUMPH WEALTH ADVISORS, INC.?
TRIUMPH WEALTH ADVISORS, INC. has approximately 4 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRIUMPH WEALTH ADVISORS, INC.

Jason Paul Daugherty
WOODSTOCK, GA

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Research
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