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Taylor Reynolds

7 Years of Experience
Downers Grove, IL
1 DisclosureBrokerSells Insurance

Taylor Reynolds is a registered investment advisor at Eagle Strategies LLC, based in Downers Grove, IL, with 7 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Eagle Strategies offers investment advice through several programs:

  • Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
  • New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
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Location

2001 Butterfield Road, Suite 800, Downers Grove, IL, 60515

Get directions

History

Regulatory History (1)
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Criminal
December 2011
Final Disposition
Other Business ActivitiesSells Insurance

Taylor coaches youth lacrosse, dedicating a few hours per week. Taylor also operates under several DBAs (Noble Capital Group, Christopher Financial Group, and Avail Financial Partners) to sell New York Life products and broker non-registered insurance products, and is appointed with outside insurance carriers. Taylor is also a board member of the Chicago Area University of Alabama Alumni Association.

Employment History
Current Registrations
Eagle Strategies LLC
August 2023 - Present · 2 yrs 11 mos
Nylife Securities LLCBroker
March 2019 - Present · 7 yrs 4 mos
State Registrations6 states
ALCOILMINCSC
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.
Taylor Reynolds - Financial Advisor | TrueAdvisor