LT
Larry G. Taylor
Some features on this profile are disabled
CRD#: 4587853
LT
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Larry G Taylor was a registered financial professional .
Larry is a previously registered financial professional and started their career in finance in 2003. Larry had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
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.
1) BYRT FINANCIAL ADVISORS, LLC POSITION: Financial advisor NATURE: Financial services INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/2002 DESCRIPTION: Provide financial services to clients. 2) BYRT PROPERTIES, LLC POSITION: OWNER NATURE: BUILDING OWNERSHIP AND LEASING INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2008 DESCRIPTION: Building ownership 3) BYRT CPAS, LLC POSITION: PARTNER NATURE: CPA firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2002 DESCRIPTION: CPA firm 4) BACON COUNTY GEORGIA DEVELOPMENT AUTHORITY POSITION: Member NATURE: I was appointed to this authority by the local county government and it purpose is to promote and assist with local industrial growth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2017 ADDRESS: 504 S. Pierce Street, Suite 102, Alma GA 31510, United States DESCRIPTION: 1 of 7 members. Non paying position. We work with the hired Director and vote on actions he needs to take with existing and new business. The authority's main tool to help a business is property tax abatement if justified. 5) ALMA LIONS CLUB POSITION: Director NATURE: Civic Organization INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: ADDRESS: Amnons Road, Alma GA 31510, United States DESCRIPTION: The Board approves all business matters of the club before submitting to the entire membership 6) CITY OF ALMA, GEORGIA POSITION: Mayor NATURE: Have been elected to hold the office of mayor of Alma, Georgia; a small south Georgia town of approximately 3,000 people INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2020 ADDRESS: 502 W. 12th Street, Suite 104, Alma GA 31510, United States DESCRIPTION: The mayor is the highest elected official in the town, however, Alma is a City Manager type of local government. The Manager is appointed by the City Council and is responsible for the operation of the city's business. The mayor presides over monthly meetings and other community functions. 7) LGT 44, PC POSITION: PRESIDENT/OWNER NATURE: ACCOUNTING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2002 ADDRESS: 1 BYRT Way, Alma GA 31510, United States DESCRIPTION: Manage and perform bookkeeping services
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
October 25, 2019 - November 17, 2023
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
IRVING, TX
Past
October 25, 2019 - November 17, 2023
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
ALMA, GA
Past
August 6, 2003 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
ALMA, GA
Past
July 4, 2003 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
ALMA, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AA
AVANTAX ADVISORY SERVICES
1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES
CRD#: 104556 / SEC#: 801-29892
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3200 Olympus Blvd Suite 100, Dallas, TX 75019
Mailing Address
Phone number
(972) 870-6000
Established
Firm type
Fiscal year end
# of Employees
2,278
Regulatory assets under management
| Total Number of Accounts | 140,306 |
| AUM (Assets Under Management) | $ 46,109,939,749 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/13/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
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.
