VT
VT

Victoria Taylor

11 Years of Experience
Grand Rapids, MI
Broker

Victoria Taylor is a registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

100 Crahen Ave NE, Suite 200, Grand Rapids, MI, 49525

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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
Raymond James & Associates, INC.
April 2021 - Present · 5 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Raymond James & Associates, INC.
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Investment Services LLCBroker
February 2019 - April 2021 · 2 yrs 2 mos
Cetera Investment Advisers LLC
February 2019 - April 2021 · 2 yrs 2 mos
Raymond James & Associates, INC.
October 2013 - March 2017 · 3 yrs 5 mos
Raymond James & Associates, INC.Broker
March 2013 - March 2017 · 4 yrs
State Registrations28 states
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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.