Todd Taylor
Todd Taylor is a CFP-designated registered investment advisor at Cadent Capital Advisors, LLC, based in Tulsa, OK, with 40 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 654 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable.
Fee Estimator
Location
4525 East 91st Street, Tulsa, OK, 74137
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2016Customer Dispute
October 1996Other Business ActivitiesSells Insurance
Todd owns a rental property in Hilton Head, SC, from which he receives occasional rental income. Todd is also a licensed insurance agent and may offer clients advice or products related to insurance, which could present a conflict of interest.
Employment History
Current Registrations
Cadent Capital Advisors, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations3 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.