Matthew
Taylor
Taylor Securities Services, Inc
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About this Advisor
Matthew Taylor is a certified financial planner based in Harrisburg, Pennsylvania with a total of 3 years of relevant experience. Taylor is an advisor for Taylor Securities Services, Inc. Their career trajectory has included roles at Dba: Taylor Retirement Services, Brookstone Capital Management LLC, Taylor Retirement Services, Inc and Taylor Securities Services, Inc. Taylor holds a Series 63 license, designating them as a securities representative, and is able to serve investors in Pennsylvania. Taylor Securities Services, Inc is a firm that has its headquarters in Harrisburg, PA. It controls $103 million in assets under management among its 920 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 920 accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in investable assets. Taylor Securities Services, Inc provides portfolio management for individuals and small businesses. A financial advisor's fee schedules typically vary depending on the services. Fee types charged by Taylor Securities Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Taylor Securities Services, Inc Brokerage Details
$102,948,758
4
920
$111,901
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Matthew Taylor Work History
Matthew has been registered as a financial advisor for 3 years.*
Taylor Securities Services, Inc
Brookstone Capital Management LLC
Dba: Taylor Retirement Services
Taylor Retirement Services,Inc
*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 Matthew 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 Taylor Securities Services, Inc
Harrisburg, PA
Harrisburg, PA
Harrisburg, PA
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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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.