TAYLOR SECURITIES, INC.
Brentwood, Tennessee
3.0
2 Reviews
Taylor Securities, Inc., based out of Brentwood, TN, is a reputable small investment advisory firm catering to a diverse clientele. With over $243,878,000 in assets under management, they serve more than 50 individual clients, showcasing their commitment to personalized service. While their main focus is investment advisory services, they also possess the capability to effectively manage employer funds. As a trusted partner in financial planning, Taylor Securities, Inc. has built a solid reputation in the industry. They prioritize discretion, with approximately 43% of the assets they manage being discretionary accounts. Their com...
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Assets Under Mgmt

$243.88M

Investment Professionals

4

Locations

0

% 401K & Individual

8%

% Discretionary

43%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Other Business Activities
Broker-dealer (Registered or unregistered)
Disclosures
Found to have been involved in a violation of self-regulatory organizations rules
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.