Taylor Warren is a CFP-designated registered investment advisor, based in Glen Allen, VA, with 7 years of industry experience.
Location
4101 Cox Road, Suite 175, Glen Allen, VA, 23060
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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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Taylor works as an associate/employee for Concentric Wealth Partners, a Raymond James financial planning and wealth management practice. This takes about a quarter to half of Taylor's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2021 - Present · 5 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
February 2021 - February 2021 · 0 mos
Raymond James Financial Services, INC.Broker
February 2021 - February 2021 · 0 mos
Northwestern Mutual Investment Services, LLCBroker
March 2019 - March 2021 · 2 yrs
Northwestern Mutual Investment Services,llc
March 2019 - March 2021 · 2 yrs
James River Asset Management, LLC
July 2018 - September 2018 · 2 mos
State Registrations1 state
VA
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.