Taylor Roberts is a registered investment advisor at LPL Financial LLC, based in Decatur, AL, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
254 Moulton Street Suite 200, Decatur, AL, 35601
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Regulatory History (1)
Customer Dispute
October 2022Other Business Activities
Taylor operates The Albany Group as a DBA for their LPL business. Taylor also owns North Alabama Pinestraw, a home-based business, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Robinson-Humphrey Company, LLCBroker
Compass Brokerage, INC.Broker
State Registrations18 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.