Gregory Taylor
Gregory Taylor is a registered investment advisor at Legacy Advisory Network, LLC, based in Dublin, OH, with 12 years of industry experience. Gregory 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Legacy Advisory Network does not directly manage your investments. Instead, they connect you with third-party investment advisors who manage your money. Legacy Advisory Network receives a portion of the fee you pay to the third-party advisor. The total fee you pay to both Legacy Advisory Network and the third-party advisor will not exceed 2.00% of the value of your investments.
Location
6315 Emerald Parkway, Dublin, OH, 43016
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2023Regulatory
October 2014Customer Dispute
November 2012Criminal
July 1977Other Business ActivitiesSells Insurance
Gregory is involved in insurance sales, specifically life insurance and annuities, through Legacy Wealth Partners dba Legacy Retirement Group since 1993. This takes about a quarter of his time.
Employment History
Current Registrations
Legacy Advisory Network, LLC
Previous Registrations
Claraphi Advisory Network, LLC
Retirement Wealth Advisors, INC.
Global Financial Private Capital, LLC
Mony Securities CorporationBroker
Mony Securities CorporationBroker
State Registrations4 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.