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Kelly Frances Taylor

WHITAKER-MYERS WEALTH MANAGERS, LTD.·MANSFIELD, Ohio
Clean recordWHITAKER-MYERS WEALTH MANAGERS, LTD.
1485 LEXINGTON AVE., MANSFIELD, OH 44907CRD# 7487693Firm CRD# 286093

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelly Frances Taylor · MANSFIELD, OH
Registration
CRD #7487693 · WHITAKER-MYERS WEALTH MANAGERS, LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kelly Frances Taylor is a registered financial advisor based in MANSFIELD, Ohio, affiliated with WHITAKER-MYERS WEALTH MANAGERS, LTD.. 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
WHITAKER-MYERS WEALTH MANAGERS, LTD.
WHITAKER-MYERS WEALTH MANAGERS, LTD.
AUM
$513M
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at WHITAKER-MYERS WEALTH MANAGERS, LTD. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS FEES
Regulatory
SEC/IARD CRD# 7487693
Firm CRD# 286093
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Frances Taylor offer?
Kelly Frances Taylor specializes in Financial Planning, Investment Management. Contact their office in MANSFIELD, Ohio for a consultation.
What are Kelly Frances Taylor's credentials?
Kelly Frances Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Frances Taylor located?
Kelly Frances Taylor is based in MANSFIELD, Ohio, working with WHITAKER-MYERS WEALTH MANAGERS, LTD.. Their office serves clients in the MANSFIELD metropolitan area and surrounding communities.
How does Kelly Frances Taylor charge for services?
Kelly Frances Taylor's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITAKER-MYERS WEALTH MANAGERS, LTD.?
WHITAKER-MYERS WEALTH MANAGERS, LTD. has approximately 33 employees and manages $513M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WHITAKER-MYERS WEALTH MANAGERS, LTD.

John-Mark Collier Young
MANSFIELD, OH
Scott K Young
ASHLAND, OH
Seth William Buckwalter
MANSFIELD, OH
Chris G Vanderzyden
MANSFIELD, OH
Ryan J. Emmons
MANSFIELD, OH
Amanda A Sharratt
MANSFIELD, OH

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Research
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