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Rusty Joe Taylor

DREHER INVESTMENT SERVICES, INC.·SAN ANGELO, Texas
Series 65Clean record7 years registeredDREHER INVESTMENT SERVICES, INC.
517 W. TWOHIG AVENUE, SAN ANGELO, TX 76903CRD# 7071684Firm CRD# 114196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rusty Joe Taylor · SAN ANGELO, TX
Registration
CRD #7071684 · DREHER INVESTMENT SERVICES, INC. · 7 years registered
Brand Profile
Not yet started
01

Career History

PLAGENS & TAYLOR WEALTH MANAGEMENT
Mar 2025 – present
DREHER INVESTMENT SERVICES, INC.
Feb 2019 – Jun 2025
SAN ANGELO, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 15, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DREHER INVESTMENT SERVICES, INC.
CRD 114196 · SEC 801-110396
AUM
$221M
Regulatory assets under management
Employees
6
308 client accounts
Services offered by DREHER INVESTMENT SERVICES, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at DREHER INVESTMENT SERVICES, INC. →
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05

Frequently Asked Questions

What services does Rusty Joe Taylor offer?
Rusty Joe Taylor specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN ANGELO, Texas for a consultation.
What are Rusty Joe Taylor's credentials?
Rusty Joe Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rusty Joe Taylor located?
Rusty Joe Taylor is based in SAN ANGELO, Texas, working with DREHER INVESTMENT SERVICES, INC.. Their office serves clients in the SAN ANGELO metropolitan area and surrounding communities.
How does Rusty Joe Taylor charge for services?
Rusty Joe 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 DREHER INVESTMENT SERVICES, INC.?
DREHER INVESTMENT SERVICES, INC. has approximately 6 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DREHER INVESTMENT SERVICES, INC.

Katy Lin Taylor
SAN ANGELO, TX
Charles Dreher Robertson
SAN ANGELO, TX
Spencer Judson Plagens
SAN ANGELO, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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