Elizabeth Schulin
Professional Summary
Elizabeth Schulin, who also goes by Elizabeth Mary Schulin, Elizabeth Mary Taylor, is a registered financial advisor currently at SCOTT T. TAYLOR, LTD. located in Willis, Texas. Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 2018. Elizabeth has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Elizabeth Mary Schulin, Elizabeth Mary Taylor
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
SCOTT T. TAYLOR, LTD.
Contact Information
Main Address
14482 Hillshire Dr., Willis, TX 77318-4478Mailing Address
14482 Hillshire Dr., Willis, TX 77318-4478Phone Number
(713) 688-1849Established
Texas since 04/12/2005Firm Type
Other Types of Legal FormationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TAYLOR, ELLEN MARY | LIMITED PARTNER | — |
| TAYLOR, SCOTT TREZEVANT | PRESIDENT, CCO, FINOP LIMITED PARTNER | 1323288 |
| WEALTH RECOVERY, INC | PARENT COMPANY | — |
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(5/17/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Elizabeth Schulin's CRS (Customer Relationship Summary).
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