Kayla D. Taylor

ASSETBUILDER

ALLEN, TX 75013

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CRD#: 7154673

Professional summary

Kayla Dawn Taylor, who also goes by Kayla Dawn Smiley, is a registered financial advisor currently at ASSETBUILDER, INC. located in Allen, Texas.

Kayla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Kayla has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kayla Dawn Smiley

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 Kayla Dawn Taylor'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®

None

Experience

Current

April 21, 2026 - Present

ASSETBUILDER, INC.

Office #1: 1050 South Central Expy Suite 1140, Allen, TX 75013

RIA

CRD#: 142665

ALLEN, TX

Past

June 8, 2022 - March 19, 2026

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

DALLAS, TX

Past

June 8, 2022 - March 19, 2026

EQUITABLE ADVISORS, LLC

CRD#: 6627

DALLAS, TX

Past

August 14, 2020 - May 18, 2022

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

DALLAS, TX

Past

October 10, 2019 - May 18, 2022

EQUITABLE ADVISORS, LLC

CRD#: 6627

DALLAS, TX

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".

ASSETBUILDER, INC.

CRD#: 142665 / SEC#: 801-67404

RIA

Registered Investment Advisory firm - (1/3/2007 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

Texas
(4/21/2026)

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

State Security Law Exam

IAR

Series 65

Date: 8/10/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/31/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/10/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/18/2019

Securities Industry Essentials Examination

Current Firm

ASSETBUILDER, INC.

CRD#: 142665 / SEC#: 801-67404

RIA

Registered Investment Advisory firm - (1/3/2007 Approved)

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Contact information

Main Address

1255 West 15th Street Suite 1000, Plano, TX 75075

Mailing Address

Phone number

(972) 535-4040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE MARCH - 2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,671
AUM (Assets Under Management)	$ 723,566,253

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.

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Advisor Monitoring

Firm Stability Insights

Kayla D. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kayla Dawn Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSETBUILDER, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

ASSETBUILDER, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/10/2020

Series 63

Date: 10/31/2019

Series 7TO

Date: 10/10/2019

SIE

Date: 7/18/2019

Current Firm

ASSETBUILDER, INC.

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSETBUILDER, INC.

TRUST BUT VERIFY

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