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Taylor Royal

10 Years of Experience
Omaha, NE
Broker

Taylor Royal is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Omaha, NE, with 10 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

9300 Underwood Ave, Ste 500, Omaha, NE, 68114

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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 Activities

Taylor owns Summerwells 1, Inc., Section 5 Township 113 investment property, and ST Holdings 87 LLC. Taylor spends minimal time on the first two, and about a quarter of their time on ST Holdings 87 LLC.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
September 2015 - Present · 10 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
September 2015 - Present · 10 yrs 8 mos
State Registrations19 states
ARAZCACOGAIAINKSMAMDMIMNNCNENYSDTXUTWA
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.