Katy Taylor is a registered investment advisor, based in San Angelo, TX, with 17 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Location
517 W. Twohig Avenue, San Angelo, TX, 76903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katy is an independent consultant for Close to My Heart, creating paper crafts, dedicating about 10-20% of her time. She also receives affiliate income from nail and beauty products as an independent ambassador for Red Aspen, spending minimal time on this. Katy also works at Dreher Investment Services and Plagens & Taylor Wealth Management as an IAR and COO, spending about half her time at each.
Employment History
Current Registrations
Plagens & Taylor Wealth Management
Previous Registrations
Dreher Investment Services, INC.
State Registrations1 state
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