Richard B. Taylor
Professional summary
Richard Bertrom Taylor is a registered financial advisor currently at AVID WEALTH MANAGEMENT GROUP, LLC located in Atlanta, Georgia.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Richard has worked at 5 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Bertrom Taylor's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 7, 2009 - Present
AVID WEALTH MANAGEMENT GROUP, LLC
Office #1: 3330 Cumberland Parkway Suite 900, Atlanta, GA 30339January 8, 2009 - November 2, 2009
MUTUAL SERVICE CORPORATION
June 7, 2004 - December 31, 2008
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC
May 28, 2004 - December 31, 2008
ASSOCIATED SECURITIES CORP.
January 23, 2003 - June 2, 2004
WS GRIFFITH SECURITIES, INC.
July 23, 2001 - June 2, 2004
WS GRIFFITH SECURITIES, 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
(1/7/2009)
Exams
Current Firm
AVID WEALTH MANAGEMENT GROUP, LLC
CRD#: 125810 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 122 |
| AUM (Assets Under Management) | $ 84,053,555 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/03/2024 | ||
| 11/28/2023 | ||
| 02/16/2023 |
Red Flags
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