William A. Taylor
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Arnold Taylor JR, CFP®, who also goes by William A Taylor Jr, William A Taylor, Jr, William A Taylor, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 2014. William had worked at 3 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2013
Experience
December 23, 2020 - December 1, 2022
INTELUS ADVISORY GROUP, LLC
September 29, 2017 - November 12, 2020
LEVEL FOUR ADVISORY SERVICES
June 26, 2014 - January 17, 2017
BRIDGEWORTH WEALTH MANAGEMENT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Exams
Current Firm
INTELUS ADVISORY GROUP, LLC
CRD#: 310180 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 433 |
| AUM (Assets Under Management) | $ 77,395,252 |
Red Flags
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