Unclaimed Profile

Annetta Marie Box Taylor

ADAPTATION FINANCIAL ADVISORS INC.·OKLAHOMA CITY, Oklahoma

SIE, Series 7, Series 24, Series 52TO, Series 63CFP6 years registeredADAPTATION FINANCIAL ADVISORS INC.

700 CEDAR LAKE BLVD, OKLAHOMA CITY, OK 73114CRD# 6475567Firm CRD# 309192

Profile Verification

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

Identity

Annetta Marie Box Taylor · OKLAHOMA CITY, OK

Registration

CRD #6475567 · ADAPTATION FINANCIAL ADVISORS INC. · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADAPTATION FINANCIAL ADVISORS INC.

ADAPTATION FINANCIAL ADVISORS INC.

Oct 2020 – Oct 2021

DALLAS, TX

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Aug 2020 – Oct 2021

Dallas, TX

ROYAL ALLIANCE ASSOCIATES, INC.

Nov 2019 – Sep 2020

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 63

Registration record

First registered · November 1, 2019

Years registered · 6

Professional designation · CFP

Disclosure History

2022Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ADAPTATION FINANCIAL ADVISORS INC.

CRD 309192 · SEC 801-118982

AUM

$177M

Regulatory assets under management

Employees

1,182 client accounts

Services offered by ADAPTATION FINANCIAL ADVISORS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ADAPTATION FINANCIAL ADVISORS INC. →

Introduction

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Frequently Asked Questions

What services does Annetta Marie Box Taylor offer?

Annetta Marie Box Taylor specializes in Financial Planning, Investment Management.

What are Annetta Marie Box Taylor's credentials?

Annetta Marie Box Taylor holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Annetta Marie Box Taylor located?

Annetta Marie Box Taylor is based in OKLAHOMA CITY, Oklahoma, last registered with ADAPTATION FINANCIAL ADVISORS INC..

How does Annetta Marie Box Taylor charge for services?

Annetta Marie Box 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 ADAPTATION FINANCIAL ADVISORS INC.?

ADAPTATION FINANCIAL ADVISORS INC. has approximately 5 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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