TH
CFA
TH
CFA

Taylor Hankins

5 Years of Experience
Westlake, TX
Broker

Taylor Hankins is a CFA-designated registered investment advisor, based in Westlake, TX, with 5 years of industry experience.

Location

Two Destiny Way, Westlake, TX, 76262-8100

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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
Fidelity Brokerage Services LLC
November 2024 - Present · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
November 2024 - Present · 1 yr 6 mos
Fidelity Institutional Wealth Adviser LLC
November 2021 - Present · 4 yrs 6 mos
Fidelity Distributors Company LLC
October 2021 - Present · 4 yrs 7 mos
Fidelity Distributors Company LLCBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
July 2012 - August 2013 · 1 yr 1 mo
State Registrations52 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.
Taylor Hankins - Financial Advisor | TrueAdvisor