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Timothy Eugene Taggart

39 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
177 clients
Average Client Portfolio
$358K average
Assets Under Management
$63.4M

Fee Structure

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Location

1636 Logan Street, Denver, CO, 80203

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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

Timothy is a FINRA arbitrator since 1996, dedicating minimal time annually. He also holds ownership, director, and president positions in several investment-related and non-investment-related companies, including an insurance company, with time commitments varying from minimal to full-time.

Employment History
Current Registrations
Investment Research CORP
April 2004 - Present · 21 yrs 10 mos
World Capital Brokerage, INC.Broker
April 2004 - Present · 21 yrs 10 mos
Previous Registrations
Investment Research CORP
April 2004 - December 2004 · 8 mos
First Austin InvestmentsBroker
June 2003 - January 2005 · 1 yr 7 mos
American Growth Fund Sponsors, INC.Broker
February 2002 - June 2002 · 4 mos
American Growth Fund Sponsors, INC.Broker
August 1985 - January 2002 · 16 yrs 5 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Timothy Eugene Taggart - Financial Advisor | TrueAdvisor