Bobby Taylor
Bobby Taylor is a registered investment advisor at LPL Financial LLC, based in Haleyville, AL, with 24 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
825 20th St, Haleyville, AL, 35565
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Regulatory History (1)
Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Bobby is a part owner of Glass House Car Wash since 2015. He also operates TFB Financial Services as a DBA for his LPL business, which involves insurance activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations8 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.