Unclaimed Profile

Kimberly Rae Taylor

VANTAGE FINANCIAL PARTNERS LIMITED·ARLINGTON HEIGHTS, Illinois

VANTAGE FINANCIAL PARTNERS LIMITED

NINE NORTH VAIL AVENUE, ARLINGTON HEIGHTS, IL 60005-1430CRD# 5131755Firm CRD# 123351

Profile Verification

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

Identity

Kimberly Rae Taylor · ARLINGTON HEIGHTS, IL

Registration

CRD #5131755 · VANTAGE FINANCIAL PARTNERS LIMITED

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Kimberly Rae Taylor is a registered financial advisor based in ARLINGTON HEIGHTS, Illinois, affiliated with VANTAGE FINANCIAL PARTNERS LIMITED. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

VANTAGE FINANCIAL PARTNERS LIMITED

AUM

$572M

Regulatory assets under management

Employees

Total firm employees

View all advisors at VANTAGE FINANCIAL PARTNERS LIMITED →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5131755

Firm CRD# 123351

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kimberly Rae Taylor offer?

Kimberly Rae Taylor specializes in Financial Planning, Investment Management. Contact their office in ARLINGTON HEIGHTS, Illinois for a consultation.

What are Kimberly Rae Taylor's credentials?

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

Where is Kimberly Rae Taylor located?

Kimberly Rae Taylor is based in ARLINGTON HEIGHTS, Illinois, working with VANTAGE FINANCIAL PARTNERS LIMITED. Their office serves clients in the ARLINGTON HEIGHTS metropolitan area and surrounding communities.

How does Kimberly Rae Taylor charge for services?

Kimberly Rae Taylor's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VANTAGE FINANCIAL PARTNERS LIMITED?

VANTAGE FINANCIAL PARTNERS LIMITED has approximately 15 employees and manages $572M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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