Regina Taylor is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Columbus, OH, with 21 years of industry experience. Regina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2340 E Dublin-Granville Rd, Columbus, OH, 43229
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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.
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Regina works as a mobile notary in Columbus, Ohio, since September 2021, notarizing documents. This takes about 10-20% of Regina's time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Pruco Securities, LLC.Broker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
Chase Investment Services CORP.
Banc One Securities CorporationBroker
Banc One Securities CorporationBroker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.