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TC

Taylor J. Cline

VULCAN VALUE PARTNERS
Birmingham, AL 35223
Some features on this profile are disabled
CRD#: 6094280
TC

Professional summary

Taylor James Cline is a registered financial advisor currently at VULCAN VALUE PARTNERS LLC located in Birmingham, Alabama.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Taylor has worked at 2 firms and has passed the Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Taylor James Cline'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

March 17, 2022 - Present

VULCAN VALUE PARTNERS LLC

Office #1: Three Protective Center 2801 Highway 280 South, Ste 300, Birmingham, AL 35223
RIA
CRD#: 151190
Birmingham, AL
Past

September 18, 2012 - February 19, 2014

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
CENTENNIAL, CO

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".
VV
VULCAN VALUE PARTNERS LLC
VULCAN VALUE PARTNERS LLC

CRD#: 151190 / SEC#: 801-70739

RIA
Registered Investment Advisory firm - (11/5/2009 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
Alabama
(3/17/2022)

Exams

General Industry/Product Exam
RR
Series 7
Date: 8/19/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/17/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

VV
VULCAN VALUE PARTNERS LLC
VULCAN VALUE PARTNERS LLC

CRD#: 151190 / SEC#: 801-70739

RIA
Registered Investment Advisory firm - (11/5/2009 Approved)
PREMIUM
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Contact information

Main Address
Three Protective Center 2801 Highway 280 South, Ste 300, Birmingham, AL 35223
Mailing Address
Phone number
(205) 803-1582
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VULCAN VALUE PARTNERS ADV PART 2A (3/12/2026)

Regulatory assets under management

Total Number of Accounts160
AUM (Assets Under Management)$ 6,083,234,967

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

VULCAN VALUE PARTNERS LLC

CRD#: 151190Birmingham, AL 35223

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