Dhillon Taylor is a CFP-designated registered investment advisor, based in Orange, CA, with 8 years of industry experience.
Location
333 City Boulevard West,, Suite 2050, Orange, CA, 92868-2944
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dhillon works as an independent contractor for Secura Financial LLC, providing financial planning services, dedicating nearly full-time hours. Dhillon also offers and writes fixed life insurance policies for Bentley Financial & Insurance, dedicating about 10-20% of his time, and is a Registered Representative for Arkadios Capital, dedicating about 10-20% of his time. Dhillon is also a Managing Member of DT Financial Services, LLC, a coaching business for financial professionals, dedicating about a quarter of his time.
Employment History
Current Registrations
Arkadios Capital
Arkadios CapitalBroker
Secura Financial
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Waddell & Reed
Waddell & ReedBroker
State Registrations5 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.