Meggan Taylor
Meggan Taylor is a registered investment advisor at Raymond James & Associates, INC., based in Mobile, AL, with 4 years of industry experience. Meggan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
21 West 1-65 Service Road North, Mobile, AL, 36608
Get directionsHistory
Regulatory History (1)
Financial
May 2021Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations43 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.
Exams
More Advisors
- James IngeRaymond James & Associates, INC.
- Jonathan Lentz, CFPRaymond James & Associates, INC.
- George ArrasRaymond James & Associates, INC.
- James SalemRaymond James & Associates, INC.
- David Walker, CFPRaymond James & Associates, INC.
- David Chaffe, CFPRaymond James & Associates, INC.