Daniel L. Taylor
RESURGENT ADVISORS
Greenville, NC 27828
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CRD#: 6739316
Professional summary
Daniel Leroy Taylor JR., CFP®, who also goes by Dan L. Taylor Jr., is a registered financial advisor currently at RESURGENT ADVISORS located in Greenville, North Carolina.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Daniel has worked at 3 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dan L. Taylor Jr.
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.TAYLOR WEALTH MANAGEMENT LLC - GREENVILLE, NC - 12/2016 TO PRESENT - PROPRIETOR/OWNER - LIMITED LIABILITY GROUP - SOLE MEMBER LLC USED TO SUPPORT ACTIVITIES WITH RAYMOND JAMES - 0 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - NOT INVESTMENT RELATED 2.NORTH CAROLINA FOUNDATION FOR CHRISTIAN MINISTRIES - FARMVILLE, NC - 2010 TO PRESENT - PUBLIC CHARITY - DIRECTOR - ATTEND THE QUARTERLY MEETINGS - 1 HOUR PER MONTH - 0 HOURS DURING TRADING HOURS - NOT INVESTMENT RELATED 3.FARMVILLE DOGWOOD FESTIVAL - FARMVILLE, NC - 1989 TO PRESENT - TOWN BOARD - CHAIRMAN - PRESIDING OVER BOARD MEETINGS - 1 HOUR PER MONTH - 0 HOURS DURING TRADING HOURS - NOT INVESTMENT RELATED 4.ADVISORY COMMITTEE OF THE TRUST EDUCATION FOUNDATION - FARMVILLE, NC - 2013 TO PRESENT - PRIVATE FOUNDATION - ADVISOR - ATTEND QUARTERLY MEETING - 1 HOUR PER MONTH - 0 HOURS DURING TRADING HOURS - NOT INVESTMENT RELATED 5.CHURCH FINANCE ASSOCIATION - FARMVILLE, NC - 2010 TO PRESENT - PUBLIC CHARITY - CHAIRMAN - PRESIDING OVER QUARTERLY MEETING - 1 HOUR PER MONTH - 0 HOURS DURING TRADING HOURS - NOT INVESTMENT RELATED 6.FRIENDSHIP OFWB CHURCH - FARMVILLE, NC 2010 TO PRESENT - CHURCH - ASSISTANT TREASURER - SUPPORT OPERATIONS OF THE CHURCH - 1 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - NOT INVESTMENT RELATED 7. Pitt Community College- Greenville, NC- adjunct teacher- Teaches one class per semester- 2019 to present- 5 hours per month- 0 hours during trading hours- not investment related
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Leroy Taylor JR.'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®
CFP®
Start date: 1991
Experience
Current
January 31, 2022 - Present
RESURGENT ADVISORS
Office #1: 500 Red Banks Suite C, Greenville, NC 27828RIA
CRD#: 299575
Greenville, NC
Past
March 31, 2017 - February 25, 2022
HAYDEN ROYAL
RIA
CRD#: 170037
Greenville, NC
Past
December 20, 2016 - April 4, 2017
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
GREENVILLE, NC
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".
RA
RESURGENT ADVISORS
3G WEALTH MANAGEMENT | TRIPLE GATE ADVISORS, LLC | TRIPLE GATE ADVISORS | TAYLOR WEALTH LLC | SUTTER WEALTH MANAGEMENT | RESURGENT FINANCIAL ADVISORS LLC | RESURGENT ADVISORS | PEACHTREE FINANCIAL GROUP | PEACHTREE COLLEGE PLANNING | ENCOMPASS FINANCIAL ADVISORS LLC | EAST FRANKLIN CAPITAL, LLC
CRD#: 299575 / SEC#: 801-117725
RIA
Registered Investment Advisory firm - (12/4/2019 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.Highlighted states indicate IAR registrations
IAR
North Carolina(1/31/2022)
Exams
Current Firm
RA
RESURGENT ADVISORS
3G WEALTH MANAGEMENT | TRIPLE GATE ADVISORS, LLC | TRIPLE GATE ADVISORS | TAYLOR WEALTH LLC | SUTTER WEALTH MANAGEMENT | RESURGENT FINANCIAL ADVISORS LLC | RESURGENT ADVISORS | PEACHTREE FINANCIAL GROUP | PEACHTREE COLLEGE PLANNING | ENCOMPASS FINANCIAL ADVISORS LLC | EAST FRANKLIN CAPITAL, LLC
CRD#: 299575 / SEC#: 801-117725
RIA
Registered Investment Advisory firm - (12/4/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6300 Powers Ferry Road Suite 600-207, Atlanta, GA 30339
Mailing Address
Phone number
(770) 615-8383
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 925 |
| AUM (Assets Under Management) | $ 326,381,640 |
Red Flags
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