Shaun Taylor
Shaun Taylor is a registered investment advisor at Taylor Williams Private Wealth Management LLC, based in Tomball, TX, with 13 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 9 clients with $5.7M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Tomball, TX
Get directionsHistory
Regulatory History (1)
Criminal
February 1990Other Business ActivitiesSells Insurance
Shaun participates in sports and entertainment as a coach/player and DJ, dedicating minimal time to this. He also works as a sole proprietor selling life insurance, which takes about a quarter of his time.
Employment History
Current Registrations
Taylor Williams Private Wealth Management LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Centric Advisors, LLC
Frost Investment Services
Frost Brokerage Services, INC.Broker
J.P. Morgan Securities LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Fidelity Brokerage Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.Broker
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.
Exams
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