Amy Taylor
Amy Taylor is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Severna Park, MD, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
645 Baltimore Annapolis Blvd, Suite 200, Severna Park, MD, 21146
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy works as a financial advisor as an independent contractor for Capitalistic Investment Services, dedicating about 10-20% of her time. She is also the owner of Taylor Wealth Strategies, a support company, but spends minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Prudential-Bache Securities INC.Broker
State Registrations13 states
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