Norman B. Taylor

API FINANCIAL ADVISORS

ROCKLEDGE, FL 32955

Some features on this profile are disabled

CRD#: 7249720

Professional summary

Norman Berry Taylor, who also goes by Berry Taylor, is a registered financial advisor currently at API FINANCIAL ADVISORS, LLC located in Rockledge, Florida.

Norman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Norman has worked at 2 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Berry Taylor

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.

SYMMETRY FINANCIAL GROUP; INSURANCE LICENSED; INVESTMENT RELATED; ROCKLEDGE FL; INSURANCE SALES; STATE DATE; 01/2020; 20 HRS A MONTH DURING TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Norman Berry 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

May 24, 2023 - Present

API FINANCIAL ADVISORS, LLC

Office #1: 1950 Rockledge Blvd Unit 201, Rockledge, FL 32955

RIA

CRD#: 304586

ROCKLEDGE, FL

Past

June 16, 2020 - February 24, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

WINTER PARK, FL

Past

June 12, 2020 - February 24, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

WINTER PARK, FL

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".

API FINANCIAL ADVISORS, LLC

API FINANCIAL ADVISORS, LLC | QUILITY FINANCIAL ADVISORS

CRD#: 304586 / SEC#: 801-117119

RIA

Registered Investment Advisory firm - (7/31/2019 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

Florida
(5/24/2023)

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

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 11/20/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 9/28/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Status Unavailable

Passed: 6/12/2020

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 6/1/2020

Securities Industry Essentials Examination

Current Firm

API FINANCIAL ADVISORS, LLC

API FINANCIAL ADVISORS, LLC | QUILITY FINANCIAL ADVISORS

CRD#: 304586 / SEC#: 801-117119

RIA

Registered Investment Advisory firm - (7/31/2019 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

1950 Rockledge Blvd Unit 201, Rockledge, FL 32955

Mailing Address

Phone number

(321) 888-2599

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE - ADV PART 2A (7/1/2026)

Regulatory assets under management

Total Number of Accounts	696
AUM (Assets Under Management)	$ 84,651,087

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.

Similar Advisors

John Krehbiel

KREHBIEL FINANCIAL LLC

IAR

SATELLITE BEACH, FL

Jason Valavanis

J.W. COLE FINANCIAL, INC.

MELBOURNE, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Norman B. Taylor

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Norman Berry Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

API FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Passed: 11/20/2020

Series 65

Passed: 9/28/2020

Series 6TO

Passed: 6/12/2020

SIE

Passed: 6/1/2020

Current Firm

API FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

API FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors