Eric Taylor is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Modesto, CA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1700 Standiford Ave, Suite 230, Modesto, CA, 95350

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eric is a financial advisor and partner at Grover Financial Group since 2018, dedicating about half his time during trading hours. He is also a financial advisor and owner at Taylor Financial Services, LLC since 2023, dedicating nearly full-time hours, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2019 - Present · 7 yrs 4 mos
Raymond James Financial Services, INC.Broker
November 2018 - Present · 7 yrs 6 mos
State Registrations4 states
AZCATNTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.