Britton M. Taylor
Professional summary
Britton Michael Taylor, CFP®, who also goes by Britton M Taylor, is a registered financial advisor currently at TAYLOR & TAYLOR FINANCIAL SERVICES located in Keller, Texas.
Britton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Britton has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Britton Michael Taylor's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1997
Experience
December 16, 2016 - Present
TAYLOR & TAYLOR FINANCIAL SERVICES
January 28, 1999 - November 28, 2000
AVANTAX INVESTMENT SERVICES, 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
(12/16/2016)
Exams
Current Firm
TAYLOR & TAYLOR FINANCIAL SERVICES
CRD#: 117968 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 800,000 |
Red Flags
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