Taylor A. Whitt
Professional summary
Taylor Alan Whitt, CFP®, who also goes by Taylor Whitt, is a registered financial advisor currently at CAIRN FINANCIAL GROUP located in Nashville, Tennessee.
Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Taylor has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Alan Whitt's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
April 6, 2022 - Present
CAIRN FINANCIAL GROUP
Office #1: 501 Union Street Suite 600b, Nashville, TN 37219September 12, 2018 - June 13, 2022
LPL FINANCIAL LLC
September 12, 2018 - June 13, 2022
LPL FINANCIAL LLC
March 30, 2015 - August 31, 2018
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/1/2023)
(5/31/2024)
(9/15/2025)
(4/22/2024)
(7/23/2025)
(6/1/2023)
(4/6/2022)
(6/1/2023)
Exams
Current Firm
CAIRN FINANCIAL GROUP
CRD#: 299889 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 613 |
| AUM (Assets Under Management) | $ 62,734,963 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/29/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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