Victor Taylor
Victor Taylor is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Deerfield, IL, with 43 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
540 Lake Cook Rd, Ste 450, Deerfield, IL, 60015-5829
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Regulatory History (1)
Customer Dispute
April 2004Other Business Activities
Victor serves on the board of directors for Taylor in Nigeria, is a trustee for Taylor in Augusta, GA, and a recording steward in Evanston, IL. He also works as a group fitness instructor and as CFO for the Christian Methodist Episcopal Church, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
UBS Financial Services INC.Broker
UBS Financial Services INC.
Credit Suisse First Boston
Credit Suisse First Boston LLCBroker
Donaldson Lufkin & Jenrette Securities Corporation
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.