Gregory A. Taylor
Professional summary
Gregory Allen Taylor is a registered financial advisor currently at TURNING POINT ADVISORS, LLC located in Novelty, Ohio.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Gregory has worked at 7 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Allen Taylor's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 23, 2018 - Present
TURNING POINT ADVISORS, LLC
Office #1: 15550 Priorway Dr Building G, Novelty, OH 44072June 5, 2013 - November 13, 2015
THE HUNTINGTON INVESTMENT COMPANY
May 21, 2013 - November 13, 2015
THE HUNTINGTON INVESTMENT COMPANY
November 13, 2009 - January 31, 2012
PNC CAPITAL MARKETS LLC
July 3, 2003 - November 13, 2009
NATCITY INVESTMENTS, INC.
December 15, 2001 - July 28, 2003
FIFTH THIRD SECURITIES, INC.
March 6, 2001 - December 15, 2001
FIFTH THIRD/MAXUS SECURITIES INC
November 29, 1994 - March 22, 2001
KEYBANC CAPITAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/23/2018)
Exams
Current Firm
TURNING POINT ADVISORS, LLC
CRD#: 291633 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 117 |
| AUM (Assets Under Management) | $ 36,032,101 |
Red Flags
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