Taylor Hart is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Enid, OK, with 5 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

222 E Maple Ave Ste 100, Enid, OK, 73701

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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 is an associate/employee at KH Financial Raymond James Financial Services Inc, responsible for branch office duties. This takes about half of Taylor's time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2020 - Present · 5 yrs 9 mos
State Registrations7 states
COKSMDMOOKPATX
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.
Taylor Hart - Financial Advisor | TrueAdvisor