Daniel Taylor is a CFP-designated registered investment advisor at Resurgent Advisors, based in Greenville, NC, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 392 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Resurgent Financial Advisors charges fees based on the value of your portfolio. The specific fee schedule is negotiable and outlined in your Investment Advisory Agreement. You can be charged up to 2.25% annually on the assets managed by Resurgent.
Location
500 Red Banks, Suite C, Greenville, NC, 27828
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the proprietor/owner of Taylor Wealth Management LLC, used to support activities with Raymond James. He also serves in various roles for local organizations and charities, and teaches one class per semester at Pitt Community College, dedicating minimal time to each.
Employment History
Current Registrations
Resurgent Advisors
Previous Registrations
Hayden Royal
Raymond James Financial Services Advisors, INC
State Registrations1 state
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