David Taylor
David Taylor is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Corsicana, TX, with 46 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
122 South 12th Street, Suite 101, Corsicana, TX, 75110
Get directionsHistory
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 ActivitiesSells Insurance
David is an insurance agent, though he spends minimal time on it. He also owns a CPA business, is a partner in DLDT, LLC and Sullins & Taylor, LLC, owns Taylor Family Land, LLC, is a 50% owner of Taylor Harrison Wealth Management (taking about half of David's time), and owns Taylor Properties.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Prudential-Bache Securities INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations26 states
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.