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JT

James "todd" Taylor

TAYLOR ADVISORS, INC.·LOUISVILLE, Kentucky
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700 NORTH HURSTBOURNE PKWY, LOUISVILLE, KY 40222CRD# 4506132Firm CRD# 119300
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About

James "todd" Taylor is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with TAYLOR ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

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Firm Overview

Firm
TAYLOR ADVISORS, INC.
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY
AUM
$16.8B
Regulatory assets under management
Employees
14
Total firm employees
Services
Selection of other advisers
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4506132
Firm CRD# 119300
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James "todd" Taylor offer?
James "todd" Taylor specializes in Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
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, working with TAYLOR ADVISORS, INC.. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
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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