Gregory Taylor is a CFP-designated registered investment advisor, based in Kingsport, TN, with 23 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold.
Location
125 W. Center St., Suite 101, Kingsport, TN, 37660
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Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Gregory has several outside business activities, including a 25% ownership in Center Street Investment Company, LLC and Center Street Wealth Management Group, LLC, and serves as a trustee for his brother's trust. He also teaches yoga classes and is the treasurer for the Greater Kingsport Boys and Girls Club Foundation; these activities each take minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.
Exams
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