Corey
Taylor

Confluence Financial Partners

CRD#7359976
Investment Advisor
in Canonsburg, PA

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About this Advisor

Corey Taylor is a financial advisor based in Canonsburg, Pennsylvania, working with Confluence Financial Partners. Corey has previously held positions at Panera Bread, Evanovich Landscaping, Lucianos Pizza And Pasta, Peranis Hockey World, Confluence Financial Partners, and PNC Wealth Management. Corey is registered to provide services in Pennsylvania. Currently, Corey is part of Confluence Financial Partners, which operates out of Canonsburg, Pennsylvania. The firm has 3 offices and 42 employees. The firm manages assets totaling $3.1 billion and 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 Confluence Financial Partners includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

732 E Mcmurray Rd
Canonsburg, PA 15317

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Confluence Financial Partners Brokerage Details

Total Assets Under Management

$3,055,505,438

PA Average: $15,833,994,310
Total Number of Employees

42

PA Average: 41
Total Number of Accounts

8,055

PA Average: 3,342
Average Account Size

$379,330

PA Average: $4,737,880

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

Corey Taylor Work History

2021 - Present (3 years)

Confluence Financial Partners

2020 - 2021 (1 year)

Pnc Wealth Management

2016 - 2016 (< 1 year)

Lucianos Pizza And Pasta

2016 - 2020 (4 years)

Peranis Hockey World

2015 - 2015 (< 1 year)

Evanovich Landscaping

2013 - 2015 (2 years)

Panera Bread

Disclosures

Please visit the SEC profile of Corey 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 Confluence Financial Partners

Gregory Weimer
Canonsburg, PA
Albert Oxenreiter
Canonsburg, PA
Jonathan Jordan
Canonsburg, PA
Katherine Montagazzi
Canonsburg, PA
Morgan Lee
Canonsburg, PA
Randall Holcombe
Canonsburg, PA
Kathleen Thornhill
Pittsburgh, PA
Gregory Weimer
Canonsburg, PA

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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