Unclaimed Profile

David Cordell Taylor

MTM INVESTMENT MANAGEMENT, LLC·SPARTANBURG, South Carolina

Series 7, Series 66CFPClean record24 years registeredMTM INVESTMENT MANAGEMENT, LLC

812 EAST MAIN STREET, SPARTANBURG, SC 29302CRD# 3238186Firm CRD# 297500

Profile Verification

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

Identity

David Cordell Taylor · SPARTANBURG, SC

Registration

CRD #3238186 · MTM INVESTMENT MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MTM INVESTMENT MANAGEMENT, LLC

Sep 2018 – present

MCHAM TAYLOR & CO.

Mar 2011 – Sep 2018

SPARTANBURG, SC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Apr 2011

SPARTANBURG, SC

RAYMOND JAMES FINANCIAL SERVICES

Nov 2001 – Jan 2009

SPARTANBURG, SC

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 5, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MTM INVESTMENT MANAGEMENT, LLC

CRD 297500 · SEC 801-113650

AUM

$525M

Regulatory assets under management

Employees

1,011 client accounts

Services offered by MTM INVESTMENT MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MTM INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Cordell Taylor offer?

David Cordell Taylor specializes in Investment Management, Fee-Only Advisory. Contact their office in SPARTANBURG, South Carolina for a consultation.

What are David Cordell Taylor's credentials?

David Cordell Taylor holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Cordell Taylor located?

David Cordell Taylor is based in SPARTANBURG, South Carolina, working with MTM INVESTMENT MANAGEMENT, LLC. Their office serves clients in the SPARTANBURG metropolitan area and surrounding communities.

How does David Cordell Taylor charge for services?

David Cordell Taylor's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MTM INVESTMENT MANAGEMENT, LLC?

MTM INVESTMENT MANAGEMENT, LLC has approximately 9 employees and manages $525M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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