TrueAdvisor
TrueAdvisor
BB
BB
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Areas of Practice
Investment Management
Taylor Advisors, INC., a HUB International Company
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
147 clients
Average Client Portfolio
$108.5M average
Assets Under Management
$16.0B

Fee Structure

Financial Planning:Investment management only

Location

700 North Hurstbourne Pkwy, Suite 110, Louisville, KY, 40222

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Taylor Advisors, INC., a HUB International Company
December 2017 - Present · 8 yrs 2 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.