Trevor D. Taylor

ARCHER INVESTMENT

Boise, ID 83704-8662

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CRD#: 4606806

Professional summary

Trevor David Taylor, who also goes by Trevor Taylor, is a registered financial advisor currently at ARCHER INVESTMENT CORPORATION located in Boise, Idaho.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Trevor has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trevor 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.

Trevor Taylor, CPA~'NIR'~1112 N Cole Rd, Suite D.~Boise~ID~83704~Accounting/Bookkeeping (No Tax Preparation)~Owner/Sole Proprietor~11/1/1994~160hrs~160hrs~Provides accounting, tax preparation and payroll|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor David Taylor's CRS (Customer Relationship Summary).

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

February 16, 2018 - Present

ARCHER INVESTMENT CORPORATION

Office #1: 1112 North Cole Rd, Boise, ID 83704-8662

RIA

CRD#: 136403

Boise, ID

Past

September 18, 2014 - February 23, 2018

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

BOISE, ID

Past

February 7, 2013 - February 23, 2018

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

BOISE, ID

Past

January 5, 2010 - December 31, 2012

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

RIA

CRD#: 135288

BOISE, ID

Past

August 25, 2008 - December 31, 2012

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

CRD#: 135288

BOISE, ID

Past

December 18, 2002 - September 29, 2008

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

BOISE, ID

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARCHER INVESTMENT CORPORATION

CRD#: 136403 / SEC#: 801-64607

RIA

Registered Investment Advisory firm - (8/12/2005 Approved)

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

Idaho
(2/16/2018)

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: 7/31/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/10/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/23/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 22

Date: 10/18/2008

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 12/17/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ARCHER INVESTMENT CORPORATION

CRD#: 136403 / SEC#: 801-64607

RIA

Registered Investment Advisory firm - (8/12/2005 Approved)

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Contact information

Main Address

11711 N. College Ave Suite 200, Carmel, IN 46032

Mailing Address

Phone number

(317) 581-5664

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARCHER PART 2A BROCHURE (11/18/2025)

Regulatory assets under management

Total Number of Accounts	5,640
AUM (Assets Under Management)	$ 900,511,000

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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Advisor Monitoring

Firm Stability Insights

Trevor D. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor David Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ARCHER INVESTMENT CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/2009

Series 63

Date: 1/10/2003

SIE

Date: 2/23/2018

Series 22

Date: 10/18/2008

Series 6

Date: 12/17/2002

Current Firm

ARCHER INVESTMENT CORPORATION

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCHER INVESTMENT CORPORATION

TRUST BUT VERIFY

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