Jesse Taylor
Jesse Taylor is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Paducah, KY, with 22 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
555 Jeferson Street, Paducah, KY, 42001
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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 ActivitiesSells Insurance
Jesse operates Paducah Financial Consultants as a DBA for his LPL business, dedicating his full attention to it. He also works as a trainer at Crossfit 270 for a few hours per week and has a property and casualty insurance business, PB Insurance, but spends no time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Investment Professionals, INC.Broker
Investment Professionals, INC.
Country Trust Bank
Country Capital Management CompanyBroker
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.