AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Daniel Leroy Taylor JR.

Daniel L. Taylor

RESURGENT ADVISORS
Greenville, NC 27828
Some features on this profile are disabled
CRD#: 6739316
Daniel Leroy Taylor JR.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Leroy Taylor JR.'s CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 1991

Experience

Current

January 31, 2022 - Present

RESURGENT ADVISORS

Office #1: 500 Red Banks Suite C, Greenville, NC 27828
RIA
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RESURGENT FRM BROCHURE 3.31.25 (3/31/2025)

Regulatory assets under management

Total Number of Accounts925
AUM (Assets Under Management)$ 326,381,640

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.

Company Information

RESURGENT ADVISORS

CRD#: 299575Greenville, NC 27828

TRUST BUT VERIFY

Monitor Daniel Taylor

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Lea Smith Johnson
Lea Smith JohnsonAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Bradenton, FL
JC
John CumminsAdvisorCheck Check Mark
PORTFOLIO DESIGN SERVICES, LLC
PR
RIVER FALLS, WI
Kevin Joel Smith
Kevin SmithAdvisorCheck Check Mark
JANNEY MONTGOMERY SCOTT LLC
IAR
RR
York, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.