Trevor
Taylor

Archer Investment Corporation

CRD#4606806
Investment Advisor
in Boise, ID

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About this Advisor

Trevor Taylor is a financial advisor based in Boise, Idaho, working with Archer Investment Corporation. Trevor has previously held positions at Trevor Taylor, Cpa, H. D. Vest Insurance Services, Inc, H. D. Vest Investment Services, and Hd Vest Advisory Services. Trevor has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Idaho. Currently, Trevor is part of Archer Investment Corporation, which operates out of Boise, Idaho. The firm has 84 offices and 82 employees. The firm manages assets totaling $749.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and pension consulting services. The fee structure at Archer Investment Corporation includes asset-based fees.

Certifications and Registrations

Series 65, Series 63, Personal Financial Specialist

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

1112 North Cole Rd
Boise, ID 83704-8662

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Archer Investment Corporation Brokerage Details

Total Assets Under Management

$749,207,372

ID Average: $1,347,246,178
Total Number of Employees

82

ID Average: 46
Total Number of Accounts

3,810

ID Average: 1,775
Average Account Size

$196,642

ID Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Trevor Taylor Work History

2014 - Present (10 years)

Hd Vest Advisory Services

2012 - Present (12 years)

H. D. Vest Insurance Services, Inc

2012 - Present (12 years)

H. D. Vest Investment Services

1994 - Present (30 years)

Trevor Taylor, Cpa

Disclosures

Please visit the SEC profile of Trevor 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 Archer Investment Corporation

Andrew Hart
Tallassee, AL
Adam Oates
Greensboro, NC
Ricky Melton
Murray, KY
Gabriel Cena
Woodland Hills, CA
Slade Buell
Burleson, TX
Ronald Odom
Tempe, AZ
Elizabeth Newton
Charlotte, NC
Sanjay Asija
Barrington, IL

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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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.

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