Scott Trezevant Taylor
Professional Summary
Scott Trezevant Taylor is a registered financial advisor currently at SCOTT T. TAYLOR, LTD. located in Willis, Texas. Scott is registered as a RR (Registered Representative) and started their career in finance in 1987. Scott has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6, Series 14, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
SCOTT T. TAYLOR, LTD.
Contact Information
Main Address
14482 Hillshire Dr., Willis, TX 77318-4478Mailing Address
14482 Hillshire Dr., Willis, TX 77318-4478Phone Number
(713) 688-1849Established
Texas since 04/12/2005Firm Type
Other Types of Legal FormationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TAYLOR, ELLEN MARY | LIMITED PARTNER | — |
| TAYLOR, SCOTT TREZEVANT | PRESIDENT, CCO, FINOP LIMITED PARTNER | 1323288 |
| WEALTH RECOVERY, INC | PARENT COMPANY | — |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(11/7/2005)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1987About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Scott Trezevant Taylor's CRS (Customer Relationship Summary).
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