Taylor Grant
Taylor Grant is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Philadelphia, PA, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
50 South 16th Street 24th Floor, Philadelphia, PA, 19102
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Taylor is involved in three outside business activities. These include rental real estate through Maverick Equity Partners LLC and Wallys Egg LLC, and non-variable insurance sales and service through Specific Solutions, taking a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Macquarie Investment Management Business Trust
Delaware Distributors, L.P.Broker
Delaware Capital Management Advisers, INC
Hartford Funds Management Company, LLC
Hartford Funds Distributors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations6 states
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.