Aaron
Taylor
Bush Wealth Management
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About this Advisor
Aaron Taylor is a financial advisor based in Valdosta, Georgia, working with Bush Wealth Management. Aaron has previously held positions at Bush Wealth Management, Southwest Georgia Bank / The First, Anba, and was a full-time student. Aaron has passed the Series 65 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Aaron is part of Bush Wealth Management, which operates out of Valdosta, Georgia. The firm has 10 employees and manages assets totaling $180.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Bush Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bush Wealth Management Brokerage Details
$180,305,473
10
988
$182,495
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Aaron Taylor Work History
Bush Wealth Management
Southwest Georgia Bank / The First, Anba
Bush Wealth Management
Full-Time Student
Disclosures
Please visit the SEC profile of Aaron 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 Bush Wealth Management
Valdosta, GA
Valdosta, GA
Valdosta, GA
Valdosta, GA
Valdosta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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