Peggy Taylor
Peggy Taylor is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilmington, DE, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1013 Centre Rd, Suite 228, Wilmington, DE, 19805
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peggy works as a Senior Client Service Associate/Registered Associate for Dawson Wealth Management LLC. This role takes about half of Peggy's time and is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations23 states
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