Taylor Leigh Palmer
Professional Summary
Taylor Leigh Palmer, who also goes by Taylor Palmer, is a registered financial advisor currently at ARGENTARII, LLC located in Cincinnati, Ohio. Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Taylor has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Taylor Leigh Palmer, Taylor Palmer
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Videos & Posts
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CAPITAL ADVISORY SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
7 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ARGENTARII LEGACY PLANNING SERVICES | ARGENTARII, LLC | ARGENTARII PRIVATE CAPITAL
Contact Information
Main Address
3825 Edwards Road Ste 650, Cincinnati, OH 45209Phone Number
(513) 488-1600# of Employees
10SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
479AUM (Assets Under Management)
$431,869,342Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
ARGENTARII LEGACY PLANNING SERVICES | ARGENTARII, LLC | ARGENTARII PRIVATE CAPITAL
State Registrations and Notice Filings
(8/27/2024)
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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 Leigh Palmer's CRS (Customer Relationship Summary).
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CAPITAL ADVISORY SERVICES, LLC