Taylor Thomas Stanfill
CFP®Professional Summary
Taylor Thomas Stanfill, CFP® is a registered financial advisor currently at VERISAIL PARTNERS, LLC located in Chamblee, Georgia. Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Taylor has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Finances can be complicated and stressful
- and
- therefore
- it’s easy to put them on the back burner. I enjoy walking alongside my clients to help them understand where they are and how to get where they want to be. Helping my clients experience confidence and peace of mind is extremely rewarding.
- Clientele: Widows
- divorcees
- business owners
- creative entrepreneurs
- and perfectly normal individuals and families.
Specializations
Biography
What events led you to this career? I started my career in commercial real estate. While I enjoyed my job, I wasn’t passionate about it. I wrestled with how to use my strengths to impact people’s lives in a positive way. This led to a career change where I began helping clients with financial planning and investment management. I started at a large company but realized I desired a small company environment where I could...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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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Credentials
Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
SCOTT VOIGT | VERITAS PLANNING GROUP, LLC | VERISAIL PARTNERS, LLC
Contact Information
Main Address
5256 Peachtree Road Suite 170, Chamblee, GA 30341Phone Number
(404) 220-7662# of Employees
6SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,017AUM (Assets Under Management)
$283,605,000Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
SCOTT VOIGT | VERITAS PLANNING GROUP, LLC | VERISAIL PARTNERS, LLC
State Registrations and Notice Filings
(5/20/2014)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Taylor Thomas Stanfill's CRS (Customer Relationship Summary).
Services Offered by Taylor
- Finances can be complicated and stressful
- and
- therefore
- it’s easy to put them on the back burner. I enjoy walking alongside my clients to help them understand where they are and how to get where they want to be. Helping my clients experience confidence and peace of mind is extremely rewarding.
- Clientele: Widows
- divorcees
- business owners
- creative entrepreneurs
- and perfectly normal individuals and families.
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AMERIPRISE FINANCIAL SERVICES, LLC
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