Unclaimed Profile

Gregory Allen Taylor

COMPASS FINANCIAL ADVISORS LLC·FORT WAYNE, Indiana

SIE, Series 7, Series 63, Series 65Clean record24 years registeredCOMPASS FINANCIAL ADVISORS LLC

9933 DUPONT CIRCLE DRIVE WEST, FORT WAYNE, IN 46825CRD# 2476863Firm CRD# 109131

Profile Verification

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

Identity

Gregory Allen Taylor · FORT WAYNE, IN

Registration

CRD #2476863 · COMPASS FINANCIAL ADVISORS LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COMPASS FINANCIAL ADVISORS LLC

GUIDANCE INVESTMENT ADVISORS, LLC

Sep 2010 – May 2014

ELKHART, IN

QUESTAR ASSET MANAGEMENT, INC.

Feb 2005 – Oct 2007

ELKHART, IN

COMPASS FINANCIAL ADVISORS LLC

Jan 2002 – Oct 2010

ELKHART, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 22, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMPASS FINANCIAL ADVISORS LLC

CRD 109131 · SEC 801-56002

AUM

$231M

Regulatory assets under management

Employees

730 client accounts

Services offered by COMPASS FINANCIAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMPASS FINANCIAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Allen Taylor offer?

Gregory Allen Taylor specializes in Financial Planning, Investment Management, Wealth Management.

What are Gregory Allen Taylor's credentials?

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

Where is Gregory Allen Taylor located?

Gregory Allen Taylor is based in FORT WAYNE, Indiana, last registered with COMPASS FINANCIAL ADVISORS LLC.

How does Gregory Allen Taylor charge for services?

Gregory Allen 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 COMPASS FINANCIAL ADVISORS LLC?

COMPASS FINANCIAL ADVISORS LLC has approximately 9 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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