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Evan Taylor

3 Years of Experience
Alexandria, LA
Broker

Evan Taylor is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Alexandria, LA, with 3 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

1910 Gus Kaplan Drive, Alexandria, LA, 71301

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History

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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2024 - Present · 1 yr 5 mos
Raymond James Financial Services, INC.Broker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Charles Schwab & CO., INC.
June 2024 - December 2024 · 6 mos
Charles Schwab & CO., INC.Broker
December 2022 - December 2024 · 2 yrs
E*trade Securities LLCBroker
July 2022 - November 2022 · 4 mos
State Registrations1 state
LA
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.