ZT
Zeb S. Taylor
LANGLEY WEALTH MANAGEMENT
Corinth, MS 38834
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CRD#: 6408352
ZT
Professional summary
Zeb Samuel Taylor is a registered financial advisor currently at LANGLEY WEALTH MANAGEMENT, LLC located in Corinth, Mississippi and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.
Zeb is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Zeb has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 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.
1) Langley Wealth Management, LLC. Investment-related. At registered location. RIA. IAR. 10/2024. 160 hrs/month. 130 hrs during securities hrs. Advisor. 2) Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 10/2024. 5 hrs/month. 5 hrs during securities hrs. Provide insurance advice based on the needs of client(s). 3) PKSF. Investment-related. At registered location. Fixed Insurance. Agent. 10/2024. 5 hrs/month. 5 hrs during securities hrs. Provide insurance advice based on the needs of client(s). 4) LWM Insurance Agency, LLC. Investment-related. At registered location. Fixed Insurance. Member/manager. 06/2024. 5 hrs/month. 5 hrs during securities hrs. Insurance and fixed annuity sales and service. 5) Northeast Mississippi Community College Foundation Board. Not investment-related. 101 Cunningham Boulevard, Booneville, MS 38829. Board of Directors. President. 8/2021. 1 hr/month. 0 hrs during securities hrs. Preside over board meetings. 6) Crosswind Ministries. Not investment-related. 703 Tate St., Corinth, MS 38834. Board of Directors. President. 1/2019. 1 hr/month. 0 hrs during securities hrs. Preside over board meetings, set policy, review financials.
CRS (Client Relationship Summary) - RIA
Click below to view Zeb Samuel 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®
NoneExperience
Current
August 24, 2021 - Present
LANGLEY WEALTH MANAGEMENT, LLC
Office #1: 605 Foote Street, Corinth, MS 38834RIA
CRD#: 312823
Corinth, MS
Current
November 4, 2024 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 605 Foote St, Corinth, MS 38834BD
CRD#: 35747
ALBANY, NY
Past
February 10, 2022 - November 4, 2024
ALLEN C. EWING & CO.
BD
CRD#: 26102
Corinth, MS
Past
June 18, 2018 - August 24, 2021
HAYDEN ROYAL
RIA
CRD#: 170037
Corinth, MS
Past
May 9, 2018 - February 11, 2022
AMERICAN WEALTH MANAGEMENT, INC.
BD
CRD#: 25536
Corinth, MS
Past
November 16, 2015 - May 14, 2018
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
Corinth, MS
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".
LW
LANGLEY WEALTH MANAGEMENT, LLC
LANGLEY WEALTH MANAGEMENT, LLC
CRD#: 312823 / SEC#: 801-120616
RIA
Registered Investment Advisory firm - (3/26/2021 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(11/4/2024)
RR
Florida(11/4/2024)
RR
Idaho(10/8/2025)
IAR
Mississippi(8/24/2021)
RR
Mississippi(11/4/2024)
RR
Tennessee(11/4/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LW
LANGLEY WEALTH MANAGEMENT, LLC
LANGLEY WEALTH MANAGEMENT, LLC
CRD#: 312823 / SEC#: 801-120616
RIA
Registered Investment Advisory firm - (3/26/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
605 Foote Street, Corinth, MS 38834
Mailing Address
Phone number
(662) 872-3051
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,712 |
| AUM (Assets Under Management) | $ 297,148,001 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
