Laura
Taylor
Forvis Wealth Advisors, LLC
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About this Advisor
Laura Taylor is a financial advisor working in Kansas City, Missouri, with a total of 6 years of relevant experience. Taylor is an employee of Forvis Wealth Advisors, LLC. The advisor has gained experience at Transamerica, Diversified Investors Securities Corp, Bkd Wealth Advisors and Forvis Wealth Advisors, LLC. Taylor maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Arkansas, Missouri and Texas. Forvis Wealth Advisors, LLC is a financial advisory business that has its headquarters in Springfield, MO. The firm has offices in 54 locations and a total of 120 financial advisors. It manages $7 billion in assets under management between its 11,893 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 37 charities and foundations. Of its 11,893 client accounts, 41% are held by high-net-worth clients who have greater than $1 million in assets. Forvis Wealth Advisors, LLC offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules typically vary depending on the type of services provided. Fee types charged by Forvis Wealth Advisors, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Forvis Wealth Advisors, LLC Brokerage Details
$7,399,111,171
120
11,893
$622,140
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Laura Taylor Work History
Laura has been registered as a financial advisor for 6 years.*
Forvis Wealth Advisors, LLC
Bkd Wealth Advisors
Transamerica
Diversified Investors Securities Corp
*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 Laura 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 Forvis Wealth Advisors, LLC
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Indianapolis, IN
Springfield, MO
Springfield, MO
Villa Park, IL
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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