William Taylor is a registered investment advisor, based in Charlottesville, VA, with 12 years of industry experience.
Location
310 4th Street Ne, Ste 100, Charlottesville, VA, 22902
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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.
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William is a member of the Charlottesville Angel Network, a dinner club of private investors, and spends minimal time attending dinners and networking. He also serves as Treasurer and Chair of the Finance Committee for St. Paul's Memorial Church, dedicating a few hours per week to recommending financial actions.
Employment History
Current Registrations
Truist Investment Services, INC.
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
State Registrations38 states
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