Britton Taylor is a CFP-designated registered investment advisor at Taylor & Taylor Financial Services, based in Keller, TX, with 9 years of industry experience. Britton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Taylor & Taylor Financial Services charges fees for investment management based on a percentage of your portfolio. The exact percentage rates are not specified in the regulatory filing.
Location
Keller, TX
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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.
Learn about disclosures →Other Business Activities
Britton operates Taylor and Taylor Financial Services as a sole proprietor, also offering tax preparation services.
Employment History
Current Registrations
Taylor & Taylor Financial Services
State Registrations1 state
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.
Exams
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