Trey Taylor
Trey Taylor is a registered investment advisor at Leap Wealth Management, based in Dallas, TX, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 363 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Leap Wealth Management provides investment management services through a wrap fee program. Details on the fees can be found in the Leap Wealth Management ADV Part 2 Wrap Fee Brochure Appendix 1.
Location
6301 Gaston Ave, Suite 205, Dallas, TX, 75214
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Regulatory History (1)
Customer Dispute
November 2006Other Business ActivitiesSells Insurance
Trey is an independent insurance agent selling fixed insurance and/or annuities. This activity requires minimal time.
Employment History
Current Registrations
Leap Wealth Management
Previous Registrations
Leap Wealth Management
Ameriprise Financial Services, INC.
State Registrations1 state
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.