Jason
Taylor
Flagship Harbor Advisors, LLC
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About this Advisor
Jason Taylor is a financial advisor based in Lincoln, Rhode Island, working with Flagship Harbor Advisors, LLC. Jason has previously held positions at Cco Investment Services Corp, Lpl Financial LLC, and Flagship Harbor Advisors, LLC. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island. Currently, Jason is part of Flagship Harbor Advisors, LLC, which operates out of Lincoln, Rhode Island. The firm has 36 offices and 58 employees. The firm manages assets totaling $2.4 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, selection of other advisers, and educational seminars. The fee structure at Flagship Harbor Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Flagship Harbor Advisors, LLC Brokerage Details
$2,448,936,619
58
12,625
$193,975
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jason Taylor Work History
Lpl Financial LLC
Flagship Harbor Advisors, LLC
Cco Investment Services Corp
Disclosures
Please visit the SEC profile of Jason 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 Flagship Harbor Advisors, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Yarmouth, ME
Boston, MA
Boston, MA
Hampton, NH
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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