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Brittany Taylor

19 Years of Experience
Long Beach, CA
Broker

Brittany Taylor is a registered investment advisor at Wells Fargo Advisors, based in Long Beach, CA, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6460 E Pacific Coast Hwy, Ste 223, Long Beach, CA, 90803

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2019 - Present · 6 yrs 7 mos
Wells Fargo Advisors
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2017 - October 2019 · 2 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2017 - October 2019 · 2 yrs 7 mos
Morgan Stanley
June 2009 - August 2016 · 7 yrs 2 mos
Morgan StanleyBroker
June 2009 - August 2016 · 7 yrs 2 mos
Citigroup Global Markets INC.
February 2007 - June 2009 · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
April 2006 - June 2009 · 3 yrs 2 mos
State Registrations1 state
CA
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.
Brittany Taylor - Financial Advisor | TrueAdvisor