Taylor Billings is a registered investment advisor, based in New Orleans, LA, with 9 years of industry experience.
Location
601 Poydras Street, Suite 1855, New Orleans, LA, 70130
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
January 2024 - Present · 2 yrs 8 mos
Captrust
June 2023 - Present · 3 yrs 3 mos
Previous Registrations
Capfinancial Securities, LLC.Broker
June 2023 - July 2023 · 1 mo
Southern Wealth Management LLP
April 2023 - October 2023 · 6 mos
Southern Wealth Securities, LLCBroker
May 2020 - April 2024 · 3 yrs 11 mos
J.P. Morgan Securities LLCBroker
August 2016 - February 2020 · 3 yrs 6 mos
State Registrations1 state
LA
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.