James Taylor
James Taylor is a CFA-designated registered investment advisor at Taylor Advisors, INC., a HUB International Company, based in Louisville, KY, with 22 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 147 clients with $16B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
806 Stone Creek Parkway, Suite 11, Louisville, KY, 40223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James serves as a board member for MM Lending since 2023, an investment-related activity. He dedicates minimal time to this role, meeting four times a year.
Employment History
Current Registrations
Taylor Advisors, INC., a HUB International Company
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.