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Larry G Taylor

CRD# 4587853·Registered 2003 - 2023
Previously Registered: Being a previously registered professional could mean that Larry 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.

Professional Summary

Larry G Taylor was a registered financial advisor. Larry was a previously registered financial professional and started their career in finance 2003 - 2023. Larry had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

23 years in the financial services industry

Current & Past Employments

AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Irving, TX
October 25, 2019 - November 17, 2023
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Alma, GA
October 25, 2019 - November 17, 2023
1ST GLOBAL ADVISORS INC·CRD# 111133
RIA
Alma, GA
August 6, 2003 - October 25, 2019
1ST GLOBAL CAPITAL CORP.·CRD# 30349
BD
Alma, GA
July 4, 2003 - October 25, 2019

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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

Contact Information

Main Address

3200 Olympus Blvd Suite 100, Dallas, TX 75019

Phone Number

(972) 870-6000

# of Employees

2,278

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (3/31/2025)

Regulatory Assets Under Management

Total Number of Accounts

140,306

AUM (Assets Under Management)

$46,109,939,749

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/13/2024Cover PageReport
11/28/2023Cover PageReport

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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

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2003About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2003About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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