Taylor Fann is a registered investment advisor, based in Birmingham, AL, with 1 years of industry experience.
Location
2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243
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Regulatory History
Clean regulatory record
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.
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Taylor may be coded as an employee of the parent company or an affiliate. Taylor may also have various roles for the firm's affiliates, including board positions.
Employment History
Current Registrations
Stonex Financial INC.Broker
April 2025 - Present · 1 yr 1 mo
Stonex Advisors INC.
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Stonex Securities INC.Broker
April 2024 - April 2025 · 1 yr
State Registrations1 state
AL
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.