Gregory A. Taylor

LEGACY ADVISORY NETWORK

DUBLIN, OH 43016

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CRD#: 4239975

Professional summary

Gregory Alan Taylor, who also goes by Greg A. Taylor, is a registered financial advisor currently at LEGACY ADVISORY NETWORK, LLC located in Dublin, Ohio.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gregory has worked at 5 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg A. Taylor

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.

(1) Legacy Wealth Partners dba Legacy Retirement Group, 6315 Emerald Pkwy Dublin, OH 43016, INSURANCE SALES, LIFE INSURANCE, ANNUITIES, 03/1993 - PRESENT Hours Dedicated: (35 per week, 30 per week during trading hours)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Alan Taylor's 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®

None

Experience

Current

April 2, 2021 - Present

LEGACY ADVISORY NETWORK, LLC

Office #1: 6315 Emerald Parkway, Dublin, OH 43016

RIA

CRD#: 313266

DUBLIN, OH

Past

December 13, 2018 - May 7, 2021

CLARAPHI ADVISORY NETWORK, LLC

RIA

CRD#: 165868

Dublin, OH

Past

December 2, 2015 - January 15, 2019

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Dublin, OH

Past

September 19, 2013 - November 25, 2013

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

DUBLIN, OH

Past

June 11, 2002 - December 20, 2002

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

August 7, 2000 - May 1, 2002

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

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

Florida
(8/30/2022)

IAR

North Carolina
(6/20/2023)

IAR

Ohio
(4/2/2021)

IAR

Texas
(6/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/25/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 8/5/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LEGACY ADVISORY NETWORK, LLC

LEGACY ADVISORY NETWORK, LLC | LEGACY WEALTH PARTNERS, LLC | LEGACY RETIREMENT GROUP, LLC

CRD#: 313266 / SEC#:

Florida

Registered Investment Advisory firm - (8/30/2022 Approved)

North Carolina

Registered Investment Advisory firm - (6/16/2023 Approved)

Ohio

Registered Investment Advisory firm - (4/2/2021 Approved)

Texas

Registered Investment Advisory firm - (5/17/2021 Conditional Restricted)

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Contact information

Main Address

6315 Emerald Parkway, Dublin, OH 43016

Mailing Address

Phone number

(614) 336-7660

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Gregory A. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Alan Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY ADVISORY NETWORK, LLC

CLARAPHI ADVISORY NETWORK, LLC

BROOKSTONE WEALTH ADVISORS, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

MONY SECURITIES CORPORATION

MONY SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 7/25/2013

Series 6

Date: 8/5/2000

Current Firm

LEGACY ADVISORY NETWORK, LLC

Contact information

Documents

Red Flags

Company Information

LEGACY ADVISORY NETWORK, LLC

TRUST BUT VERIFY

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