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David Cordell Taylor

MTM INVESTMENT MANAGEMENT, LLC·SPARTANBURG, South Carolina
Unclaimed Profile
812 EAST MAIN STREET, SPARTANBURG, SC 29302CRD# 3238186Firm CRD# 297500
01

About

David Cordell Taylor is a registered financial advisor based in SPARTANBURG, South Carolina, affiliated with MTM INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
MTM INVESTMENT MANAGEMENT, LLC
MTM INVESTMENT MANAGEMENT, LLC
AUM
$525M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at MTM INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3238186
Firm CRD# 297500
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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William Brittain Glenn — JONAS BRITTAIN GLENN INC.Barry Dean Wynn — COLONIAL TRUST ADVISORS, INC.Henry Walter Barre — COLONIAL TRUST ADVISORS, INC.Camp Rooker Wynn — COLONIAL TRUST ADVISORS, INC.Gary Sanford Mcham — MCHAM TAYLOR & CO., INC.
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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