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 Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 6 more. Their firm serves 381 clients with $350M 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% |
Clients can be charged up to 2.25% annually on assets managed. Fees are generally negotiable.
Fee Estimator
Location
500 Red Banks, Suite C, Greenville, NC, 27828
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Regulatory History
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 →Other Business Activities
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
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
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