Taylor Easley
Taylor Easley is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kailua Kona, HI, with 29 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
75-5660 Kopiko St Ste A1, Kailua Kona, HI, 96740
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2011Other Business Activities
Taylor is a trustee for their father's revocable trust, dedicating minimal time. Taylor is also an officer of Easley Corporation and the owner of Easley Wealth Management, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Salomon Smith Barney INC.Broker
State Registrations17 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.