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Donald Owen Taylor

TRENDZ ADVISORS, INC.·KNOXVILLE, Tennessee
Unclaimed Profile
265 BROOKVIEW CENTRE WAY, KNOXVILLE, TN 37919CRD# 725947Firm CRD# 139528
01

About

Donald Owen Taylor is a registered financial advisor based in KNOXVILLE, Tennessee, affiliated with TRENDZ ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
TRENDZ ADVISORS, INC.
TRENDZ ADVISORS
AUM
$18M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at TRENDZ ADVISORS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 725947
Firm CRD# 139528
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Owen Taylor offer?
Donald Owen Taylor specializes in Investment Management, Wealth Management. Contact their office in KNOXVILLE, Tennessee for a consultation.
What are Donald Owen Taylor's credentials?
Donald Owen Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Owen Taylor located?
Donald Owen Taylor is based in KNOXVILLE, Tennessee, working with TRENDZ ADVISORS, INC.. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.
How does Donald Owen Taylor charge for services?
Donald Owen 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 TRENDZ ADVISORS, INC.?
TRENDZ ADVISORS, INC. has approximately 1 employees and manages $18M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KNOXVILLE
Clinton Louis Ward — GSV EQUITY HOLDINGS, LLCBarbara Catherine Mcnally — SSN ADVISORY, INC.Donna J Fain — ASSET PLANNING CORPORATIONJonathan Elmer Maas — SSN ADVISORY, INC.Yvonne M Marsh — MARSH WEALTH MANAGEMENT, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)BRENTWOOD (154)FRANKLIN (76)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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