Taylor
Moody
Regimen Wealth, LLC
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About this Advisor
Taylor Moody is a financial advisor based in Atlanta, Georgia with a total of 1 year of relevant experience. Moody is on the advisory team at Regimen Wealth, LLC. Throughout their career, they have worked at Ameriprise Financials Services, Inc, Era Hirsch Real Estate Team, Georgia Southern University, University Of North Georgia, Kay Jewelers, Merle Norman and Regimen Wealth, LLC. Moody holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Georgia. Regimen Wealth, LLC is a registered investment firm that has its headquarters in Atlanta, GA. It handles $245 million in assets under management between its 698 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 698 client accounts, 44% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on the type of services. However, fees billed by Regimen Wealth, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Regimen Wealth, LLC Brokerage Details
$245,370,627
6
698
$351,534
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Taylor Moody Work History
Taylor has been registered as a financial advisor for 1 years.*
Regimen Wealth, LLC
Regimen Wealth, LLC
Ameriprise Financials Services, Inc
Era Hirsch Real Estate Team
Georgia Southern University
University Of North Georgia
Kay Jewelers
Merle Norman
Georgia Southern University
*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 Taylor Moody 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 Regimen Wealth, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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