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Robert Taylor

ELTEKON ADVISORS, LLC.·WEST LAKE HILLS, Texas
ELTEKON ADVISORS, LLC.
3839 BEE CAVES RD, STE. 120, WEST LAKE HILLS, TX 78746CRD# 4350623Firm CRD# 115371

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Taylor · WEST LAKE HILLS, TX
Registration
CRD #4350623 · ELTEKON ADVISORS, LLC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Robert Taylor is a registered financial advisor based in WEST LAKE HILLS, Texas, affiliated with ELTEKON ADVISORS, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ELTEKON ADVISORS, LLC.
ELTEKON ADVISORS, LLC.
AUM
$200M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ELTEKON ADVISORS, LLC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FEES THAT MAY BE A PERCENTAGE OF CLIENT GROSS INCOME/NET WORTH.
Regulatory
SEC/IARD CRD# 4350623
Firm CRD# 115371
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Taylor offer?
Robert Taylor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST LAKE HILLS, Texas for a consultation.
What are Robert Taylor's credentials?
Robert Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Taylor located?
Robert Taylor is based in WEST LAKE HILLS, Texas, working with ELTEKON ADVISORS, LLC.. Their office serves clients in the WEST LAKE HILLS metropolitan area and surrounding communities.
How does Robert Taylor charge for services?
Robert Taylor's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fees that may be a percentage of client gross income/net worth.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELTEKON ADVISORS, LLC.?
ELTEKON ADVISORS, LLC. has approximately 8 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ELTEKON ADVISORS, LLC.

Mark Thomas Mangum
WEST LAKE HILLS, TX
Brent Tyler Beesley
WEST LAKE HILLS, TX

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Research
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