Colin
Taylor
Guardian Wealth Advisors, LLC
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About this Advisor
Colin Taylor is a financial advisor operating out of Raleigh, North Carolina, who has 3 years of relevant experience. Taylor currently works for Guardian Wealth Advisors, LLC. Throughout their career, they have worked at Deloitte Llp, Exl Services, Rsm Llp, Kpmg, Northbound Executive Search, Gordon Asset Management, LLC, Aptus Capital Advisors, LLC and Guardian Wealth Advisors, LLC. Taylor holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in North Carolina and Texas. Guardian Wealth Advisors, LLC is a business operating out of Raleigh, NC. The company has offices in 11 locations and a total of 39 employees. It handles $1 billion in assets under management between its 3,119 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 3,119 client accounts, just 6% belong to high-net-worth investors who have more than $1 million in assets available to invest. Guardian Wealth Advisors, LLC offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules usually depend on the type of services offered. However, fees billed by Guardian Wealth Advisors, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Guardian Wealth Advisors, LLC Brokerage Details
$1,350,674,710
39
3,119
$433,047
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Colin Taylor Work History
Colin has been registered as a financial advisor for 3 years.*
Guardian Wealth Advisors, LLC
Aptus Capital Advisors, LLC
Gordon Asset Management, LLC
Northbound Executive Search
Kpmg
Exl Services
Rsm Llp
Deloitte Llp
Deloitte Llp
*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 Colin 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 Guardian Wealth Advisors, LLC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Johnson City, TN
Danvers, MA
Raleigh, NC
Danvers, MA
Raleigh, NC
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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