Taylor Raab is a registered investment advisor at Janney Montgomery Scott LLC, based in Charleston, WV, with 22 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
500 Virginia Street, Suite 1090, Charleston, WV, 25301
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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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Taylor is a board member for multiple non-profit organizations, including Bob Burdette Center, First Presbyterian Church Hope Center, and the University of Charleston. Taylor also serves as Treasurer for Kanawha Lodge #20 AF&AM and Program Director for Kanawha Amateur Radio Club.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Parker/hunter Incorporated
Parker/hunter IncorporatedBroker
State Registrations28 states
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