Taylor Mcdermott
Taylor Mcdermott is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Trinity, FL, with 12 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
8143 State Road 54, Suite 106, Trinity, FL, 34655
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Taylor is the trustee for their parents' irrevocable trust since 2014. This activity requires minimal time and is investment-related.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations36 states
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