Kevin T. Taylor

INSIGHT,

Boulder, CO 80303

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CRD#: 6369647

Professional summary

Kevin Thomas Taylor, AIF®, CIMA®, who also goes by Kevin T Taylor, Kevin Thomas Taylor, is a registered financial advisor currently at INSIGHT, CORP. located in Boulder, Colorado.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kevin has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin T Taylor | Kevin Thomas Taylor

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 Kevin Thomas Taylor'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®

AIF^®

Accredited Investment Fiduciary

CIMA^®

Certified Investment Management Analyst

Experience

Current

January 12, 2021 - Present

INSIGHT, CORP.

Office #1: 4450 Arapahoe Ave Office 110, Boulder, CO 80303

RIA

CRD#: 311445

Boulder, CO

Past

March 22, 2018 - October 14, 2020

TD AMERITRADE, INC.

RIA

CRD#: 7870

BOULDER, CO

Past

March 22, 2018 - October 14, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

BOULDER, CO

Past

March 22, 2018 - October 14, 2020

TD AMERITRADE, INC.

CRD#: 7870

BOULDER, CO

Past

May 10, 2017 - March 22, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

May 10, 2017 - March 22, 2018

SCOTTRADE, INC.

CRD#: 8206

BOULDER, CO

Past

December 19, 2016 - May 2, 2017

WADDELL & REED

RIA

CRD#: 866

BOULDER, CO

Past

December 19, 2016 - May 2, 2017

WADDELL & REED

CRD#: 866

BOULDER, CO

Past

October 6, 2014 - August 11, 2016

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

DENVER, CO

Past

August 27, 2014 - August 11, 2016

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

DENVER, CO

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

Colorado
(1/12/2021)

IAR

Texas
(9/23/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/3/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/27/2014

General Securities Representative Examination

Current Firm

INSIGHT, CORP.

CRD#: 311445 / SEC#:

Colorado

Registered Investment Advisory firm - (1/12/2021 Approved)

Texas

Registered Investment Advisory firm - (9/23/2021 Conditional Restricted)

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Contact information

Main Address

4450 Arapahoe Ave Office 110, Boulder, CO 80303

Mailing Address

Phone number

(703) 314-6538

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	304
AUM (Assets Under Management)	$ 74,903,879

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.

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Advisor Monitoring

Firm Stability Insights

Kevin T. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Thomas Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

WADDELL & REED

WADDELL & REED

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 10/3/2014

SIE

Date: 10/1/2018

Series 7

Date: 8/27/2014

Current Firm

INSIGHT, CORP.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INSIGHT, CORP.

TRUST BUT VERIFY

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