Chad Taylor is a registered investment advisor at Wells Fargo Advisors, based in Houston, TX, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
455 E Medical Center Blvd, Ste 115, Houston, TX, 77598
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Chad has a 33.34% ownership stake in MDT Financial Advisors LLC since 2009. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
Painewebber IncorporatedBroker
State Registrations33 states
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