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Patricia Conry Taylor

INSIGHT STRATEGIC WEALTH LLC·KNOXVILLE, Tennessee
Series 65Clean record15 years registeredINSIGHT STRATEGIC WEALTH LLC
10107 SHERRILL BLVD, KNOXVILLE, TN 37932CRD# 5544427Firm CRD# 147290

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Conry Taylor · KNOXVILLE, TN
Registration
CRD #5544427 · INSIGHT STRATEGIC WEALTH LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

INSIGHT STRATEGIC WEALTH LLC
Jan 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 4, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INSIGHT STRATEGIC WEALTH LLC
CRD 147290 · SEC 801-113370
AUM
$224M
Regulatory assets under management
Employees
3
500 client accounts
Services offered by INSIGHT STRATEGIC WEALTH LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INSIGHT STRATEGIC WEALTH LLC →
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05

Frequently Asked Questions

What services does Patricia Conry Taylor offer?
Patricia Conry Taylor specializes in Financial Planning, Investment Management. Contact their office in KNOXVILLE, Tennessee for a consultation.
What are Patricia Conry Taylor's credentials?
Patricia Conry Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Conry Taylor located?
Patricia Conry Taylor is based in KNOXVILLE, Tennessee, working with INSIGHT STRATEGIC WEALTH LLC. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.
How does Patricia Conry Taylor charge for services?
Patricia Conry Taylor's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INSIGHT STRATEGIC WEALTH LLC?
INSIGHT STRATEGIC WEALTH LLC has approximately 3 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INSIGHT STRATEGIC WEALTH LLC

Jaime Alison Conry
KNOXVILLE, TN

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