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TW

Taylor N. Williams

BIP WEALTH
Atlanta, GA 30305
Some features on this profile are disabled
CRD#: 3009861
TW

Professional summary

Taylor Nolan Williams, CFP® is a registered financial advisor currently at BIP WEALTH, LLC located in Atlanta, Georgia.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Taylor has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Nolan Williams's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1997

Experience

Current

June 26, 2015 - Present

BIP WEALTH, LLC

Office #1: 3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305
RIA
CRD#: 143208
Atlanta, GA
Past

October 1, 2009 - December 8, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
ATLANTA, GA
Past

September 8, 2009 - April 13, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
ATLANTA, GA
Past

August 2, 2005 - July 28, 2009

MEADOWBROOK SECURITIES LLC

BD
CRD#: 10578
BUFORD, GA
Past

June 21, 2005 - April 6, 2015

WELLSPRING WEALTH MANAGEMENT LLC

RIA
CRD#: 134834
ATLANTA, GA
Past

March 17, 2005 - October 13, 2009

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

RIA
CRD#: 104790
ATLANTA, GA
Past

March 11, 2005 - September 8, 2009

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
ATLANTA, GA
Past

May 2, 2003 - March 21, 2005

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
ATLANTA, GA
Past

July 15, 1999 - March 21, 2005

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

August 4, 1998 - June 15, 1999

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BIP WEALTH, LLC
BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA
Registered Investment Advisory firm - (2/20/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(6/26/2015)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/5/1998
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/13/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/3/1998
General Securities Representative Examination

Current Firm

BW
BIP WEALTH, LLC
BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA
Registered Investment Advisory firm - (2/20/2008 Approved)
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Contact information

Main Address
3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305
Mailing Address
Phone number
(404) 495-5230
Established
Firm type
Fiscal year end
# of Employees
77

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - APPENDIX 1 (10/13/2025)
ADV PART 2A (10/13/2025)

Regulatory assets under management

Total Number of Accounts11,697
AUM (Assets Under Management)$ 4,460,675,379

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/28/2025
Cover Page
Report

Red Flags

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.

Company Information

BIP WEALTH, LLC

CRD#: 143208Atlanta, GA 30305

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