AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RM

R T. Mcgilvray

LINK SECURITIES LLC
Scottsdale, AZ 85255
Some features on this profile are disabled
CRD#: 5882678
RM

Professional summary


R Taylor Mcgilvray, who also goes by Taylor Jamison, R Taylor Miller, Robert Taylor Miller, Taylor Miller, is a registered financial professional currently at LINK SECURITIES LLC located in Scottsdale, Arizona.

R is registered as a RR (Registered Representative) and started their career in finance in 2011. R has worked at 2 firms and has passed the Series 63, SIE, Series 79TO and Series 79 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Taylor Jamison | R Taylor Miller | Robert Taylor Miller | Taylor Miller

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view R Taylor Mcgilvray's 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

September 5, 2023 - Present

LINK SECURITIES LLC

Office #1: 17767 N Scottsdale Road Suite 300, Scottsdale, AZ 85255
BD
CRD#: 144095
Scottsdale, AZ
Past

November 7, 2013 - March 8, 2016

KPMG CORPORATE FINANCE LLC

BD
CRD#: 103973
CHICAGO, IL
Past

May 17, 2011 - November 5, 2013

LINK SECURITIES LLC

BD
CRD#: 144095
SCOTTSDALE, AZ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(1/4/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 11/22/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 79TO
Date: 8/28/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LS
LINK SECURITIES LLC
ALARE CAPITAL SECURITES, LLC | LINK SECURITIES LLC | JDB CAPITAL SECURITIES LLC | ALARE CAPITAL SECURITIES, LLC

CRD#: 144095 / SEC#: , 8-67641

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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
17767 N Scottsdale Road Suite 300, Scottsdale, AZ 85255
Mailing Address
17767 N Scottsdale Road Suite 300, Scottsdale, AZ 85255
Phone number
(833) 244-5465
Established
Delaware since 01/11/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
DALBEY, LENA JCEO & CCO2390918
COLLINS, ELIZABETH SARAHFNOP4714831
TAYLOR, TRACY DONALDREGISTERED DESIGNATED PRINCIPAL1257628

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.

Company Information


LINK SECURITIES LLC

CRD#: 144095Scottsdale, AZ 85255

TRUST BUT VERIFY

Monitor R Mcgilvray

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Joseph A Di Vito JR
Joseph Di VitoAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Scottsdale, AZ
Luke Kacer
Luke KacerAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Tucson, AZ
Timothy Christopher Hughes
Timothy HughesAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Scottsdale, AZ
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics