Unclaimed Profile

James "todd" Taylor

TAYLOR ADVISORS, INC.·LOUISVILLE, Kentucky

Clean record22 years registeredTAYLOR ADVISORS, INC.

700 NORTH HURSTBOURNE PKWY, LOUISVILLE, KY 40222CRD# 4506132Firm CRD# 119300

Profile Verification

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

Identity

James "todd" Taylor · LOUISVILLE, KY

Registration

CRD #4506132 · TAYLOR ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TAYLOR ADVISORS, INC.

TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY

Mar 2004 – Mar 2026

LOUISVILLE, KY

Registrations & Exams

Registration record

First registered · March 19, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TAYLOR ADVISORS, INC.

CRD 119300 · SEC 801-60952

AUM

$16.8B

Regulatory assets under management

Employees

147 client accounts

Services offered by TAYLOR ADVISORS, INC.

Per Form ADV

Selection of other advisers

Other

View all advisors at TAYLOR ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does James "todd" Taylor offer?

James "todd" Taylor specializes in Wealth Management.

What are James "todd" Taylor's credentials?

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

Where is James "todd" Taylor located?

James "todd" Taylor is based in LOUISVILLE, Kentucky, last registered with TAYLOR ADVISORS, INC..

How does James "todd" Taylor charge for services?

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

How large is TAYLOR ADVISORS, INC.?

TAYLOR ADVISORS, INC. has approximately 14 employees and manages $16.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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