Taylor Davis
Taylor Davis is a registered investment advisor at Independent Financial Partners, based in Louisville, KY, with 2 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
9700 Bunsen Parkway, Louisville, KY, 40299
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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
Taylor instructs retirement planning courses for FMT Solutions, dedicating about 10-20% of their time. Taylor also sells fixed insurance products through Lifetime Wealth Strategies Insurance LLC, spending a few hours per week, and serves as a volunteer board member for the Kentucky Pediatric Trust Fund Board, dedicating minimal time.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
State Registrations3 states
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