Donald Owen Taylor

Trustfirst INC.

43 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementInsurance Planning

Trustfirst INC.

Compensation

Fee-Only (AUM)

Firm Size

1 advisor

Number of Clients

107 clients

Average Client Portfolio

$708K average

Assets Under Management

$75.8M

Location

5908 Toole Drive, Suite A, Knoxville, TN, 37919

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

October 2013

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Donald owns Trendz Advisors, Inc., an investment advisory firm, and manages several real estate LLCs. He also works as an insurance agent, selling various insurance products for about a quarter of his time.