Taylor A Chamness
Professional Summary
Taylor A Chamness, who also goes by Taylor Austin Chamness, is a registered financial advisor currently at WELA FINANCIAL ADVISORY located in San Antonio, Texas. Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Taylor has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Taylor Austin Chamness
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
Years of Experience
10 years in the financial services industry
Current & Past Employments
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
Current Firm
BRENT FORREST & ASSOCIATES | WELA FINANCIAL ADVISORY | BRENT L. FORREST | BRENT FORREST & ASSOCIATES, L.L.C.
Contact Information
Main Address
366 W Sunset Rd Building 4, San Antonio, TX 78209Phone Number
(210) 530-9599# of Employees
9SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,548AUM (Assets Under Management)
$657,087,013Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
Primary Firm SEC Registration
BRENT FORREST & ASSOCIATES | WELA FINANCIAL ADVISORY | BRENT L. FORREST | BRENT FORREST & ASSOCIATES, L.L.C.
State Registrations and Notice Filings
(3/24/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view Taylor A Chamness's CRS (Customer Relationship Summary).
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
