TW
CFP
TW
CFP

Taylor Watson

8 Years of Experience
Metairie, LA
BrokerSells Insurance

Taylor Watson is a CFP-designated registered investment advisor, based in Metairie, LA, with 8 years of industry experience.

Location

754 Papworth Ave, Metairie, LA, 70005

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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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Other Business ActivitiesSells Insurance

Taylor is a licensed insurance producer working as a Client Services Assistant at Besselman and Associates. While licensed, Taylor does not actively sell or produce insurance business, instead using the license to assist Patricia Besselman-Main.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 11 mos
The Ameriflex Group
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2023 - July 2025 · 1 yr 8 mos
Osaic Wealth, INC.
November 2023 - February 2025 · 1 yr 3 mos
Fsc Securities Corporation
August 2022 - November 2023 · 1 yr 3 mos
Fsc Securities CorporationBroker
September 2017 - November 2023 · 6 yrs 2 mos
State Registrations1 state
LA
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.