MT
MT

Michael Dean Taylor

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
780 clients
Average Client Portfolio
$264K average
Assets Under Management
$205.6M

Fee Structure

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Location

Corbett, OR

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is a licensed life insurance agent, receiving minimal compensation primarily through renewals with occasional new sales. He operates from his home and dedicates minimal time to this activity.

Employment History
Current Registrations
Wealth Teams Alliance
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
Vestory, LLC
October 2015 - July 2016 · 9 mos
Elliott Cove Capital Management
September 2013 - September 2014 · 1 yr
Vestory, LLC
May 2012 - August 2015 · 3 yrs 3 mos
Wealth Management LLC
October 2011 - December 2016 · 5 yrs 2 mos
Ccm Partners
October 2010 - July 2011 · 9 mos
Tlg Advisors, INC.
September 2009 - March 2010 · 6 mos
Portfolio Strategies INC
December 2003 - March 2008 · 4 yrs 3 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.