TT
CFP
TT
CFP

Taylor Thorne

10 Years of Experience
Austin, TX
Broker

Taylor Thorne is a CFP-designated registered investment advisor at Frost Investment Services, based in Austin, TX, with 10 years of industry experience. Taylor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,656 clients with $3.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
162 advisors
IM Fee
Planning only
Assets Under Management
$3.7B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

401 Congress Ave, Austin, TX, 78701

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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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Employment History
Current Registrations
Frost Investment Services
January 2022 - Present · 4 yrs 9 mos
Frost Brokerage Services, INC.Broker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Frost Investment Services
July 2021 - December 2021 · 5 mos
Fidelity Personal and Workplace Advisors
July 2018 - June 2021 · 2 yrs 11 mos
Strategic Advisers LLC
July 2017 - July 2018 · 1 yr
Fidelity Brokerage Services LLCBroker
August 2016 - June 2021 · 4 yrs 10 mos
State Registrations13 states
AZCACOCTFLGALANCNMNVRITXWA
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.
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