Daniel Taylor
Daniel Taylor is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Florence, AL, with 30 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
436 N Court St, Florence, AL, 35630
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel works as a financial advisor at FirstBank and FirstBank Investment Partners, dedicating about a quarter to half of his time to each. He also owns Home Plate Properties, is a partner in K&J Investment Holdings and TD Real Estate, all real estate related, spending minimal time on the latter two.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Liberty Securities CorporationBroker
Southtrust Securities, LLCBroker
Nbc Securities, INC.Broker
Compass Brokerage, INC.Broker
Capital Investment Group, INC.Broker
State Registrations18 states
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