Taylor Hundley is a registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Taylor is a trustee for the WC Hundley Family Trust, dedicating minimal time. Taylor also owns and manages Infiniti Acquisitions, LLC, a mixed-use rental property, spending minimal time, and W.C. Hundley & Associates, an entity for Taylor's LPL business, taking nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
State Registrations10 states
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