Taylor C. Crouse
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.
Taylor Clark Crouse, who also goes by Taylor Crouse, was a registered financial professional .
Taylor is a previously registered financial professional and started their career in finance in 2006. Taylor had worked at 4 firms and has passed the Series 65, Series 63, Series 66, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 23, 2023 - April 19, 2023
FAMILY INVESTMENT CENTER
October 24, 2012 - January 24, 2013
FARMERS FINANCIAL SOLUTIONS, LLC
August 15, 2008 - February 23, 2009
WELLS FARGO CLEARING SERVICES, LLC
December 14, 2006 - July 8, 2008
EDWARD JONES
November 14, 2006 - July 8, 2008
EDWARD JONES
Primary Firm SEC Registration
FAMILY INVESTMENT CENTER
CRD#: 113799 / SEC#: 801-63744
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FAMILY INVESTMENT CENTER
CRD#: 113799 / SEC#: 801-63744
Contact information
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,070 |
| AUM (Assets Under Management) | $ 595,944,398 |
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.
