Michael Taylor
Michael Taylor is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Honolulu, HI, with 55 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
999 Bishop Street, Suite 1850, Honolulu, HI, 96813
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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
Michael is an associate/employee at First Hawaiian Advisors DBA, managing insurance, non-qualified employee benefits and 401k, dedicating minimal time. He is also an agent at First Hawaiian Bank selling insurance products not available through Raymond James, spending minimal time, and started an insurance agency at First Hawaiian Bank, acting as a broker for life, disability, and long-term care companies, dedicating about half his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Keogler, Morgan & Company, INC.Broker
Manequity, INC.Broker
State Registrations4 states
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