Unclaimed Profile

David Alan Lankford

TAYLOR SECURITIES, INC.·BRENTWOOD, Tennessee

SIE, Series 4, Series 7, Series 24, Series 40, Series 63, Series 66, Series 99TO23 years registeredTAYLOR SECURITIES, INC.

100 WINNERS CIRCLE, BRENTWOOD, TN 37027CRD# 862265Firm CRD# 17575

Profile Verification

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

Identity

David Alan Lankford · BRENTWOOD, TN

Registration

CRD #862265 · TAYLOR SECURITIES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

May 2025 – present

TAYLOR SECURITIES, INC.

Apr 2007 – Apr 2025

BRENTWOOD, TN

SUNTRUST INVESTMENT SERVICES, INC.

Sep 2002 – Apr 2007

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 40

Series 63

Series 66

Series 99TO

Registration record

First registered · September 17, 2002

Years registered · 23

Disclosure History

2002Customer Dispute·Settled

1982Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

TAYLOR SECURITIES, INC.

CRD 17575 · SEC 801-44465

AUM

$261M

Regulatory assets under management

Employees

344 client accounts

Services offered by TAYLOR SECURITIES, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TAYLOR SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does David Alan Lankford offer?

David Alan Lankford specializes in Investment Management, Fee-Only Advisory. Contact their office in BRENTWOOD, Tennessee for a consultation.

What are David Alan Lankford's credentials?

David Alan Lankford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Alan Lankford located?

David Alan Lankford is based in BRENTWOOD, Tennessee, working with TAYLOR SECURITIES, INC.. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.

How does David Alan Lankford charge for services?

David Alan Lankford'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 TAYLOR SECURITIES, INC.?

TAYLOR SECURITIES, INC. has approximately 7 employees and manages $261M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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