Douglas
Taylor
Taylor Wealth Management, LLC
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About this Advisor
Douglas Taylor is a certified financial planner and personal financial specialist who works out of Torrance, California with a total of 18 years of relevant experience. Taylor works at Taylor Wealth Management, LLC. Taylor has gained experience at Taylor Wealth Management, LLC and Taylor Tax Services, Inc. Taylor has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Taylor Wealth Management, LLC is a financial advisory company that has its headquarters in Torrance, CA. It has $116 million in assets under management among its 192 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 192 customer accounts, 63% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm performs a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees usually depend on which service is offered. However, fees billed by Taylor Wealth Management, LLC most likely are comprised of some blend of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Taylor Wealth Management, LLC Brokerage Details
$115,454,535
1
192
$601,326
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Douglas Taylor Work History
Douglas has been registered as a financial advisor for 18 years.*
Taylor Wealth Management, LLC
Taylor Tax Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Douglas Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Taylor Wealth Management, LLC
Torrance, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.