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CFP · ChFC
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CFP · ChFC

Taylor Francis

Raymond James Financial Services Advisors, INC
18 Years of Experience
Nashville, TN
1 DisclosureBroker
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Taylor Francis is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 18 years of industry experience. Taylor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2307 Crestmoor Road, Nashville, TN, 37215

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2020
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
October 2017 - Present · 9 yrs
Raymond James Financial Services, INC.Broker
October 2017 - Present · 9 yrs
Previous Registrations
Suntrust Advisory Services, INC.
September 2016 - October 2017 · 1 yr 1 mo
Suntrust Investment Services, INC.
June 2010 - December 2016 · 6 yrs 6 mos
Suntrust Investment Services, INC.Broker
May 2010 - October 2017 · 7 yrs 5 mos
Wells Fargo Advisors, LLC
November 2008 - April 2010 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
April 2008 - April 2010 · 2 yrs
State Registrations27 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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