Taylor Francis
Taylor Francis is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 17 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
2307 Crestmoor Road, Nashville, TN, 37215
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2020Other Business Activities
Taylor is a committee member for Percy Priest Elementary PTO Finance Committee, offering financial advice. Taylor also works full-time for Pinnacle Asset Management, Pinnacle Bank/Pinnacle Financial Partners, and The Oakley Group, conducting financial plans and advising clients on investment strategies.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations27 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.