David
Taylor
Mtm Investment Management, LLC
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About this Advisor
David Taylor is a certified financial planner based in Spartanburg, South Carolina with a total of 5 years of relevant experience. Taylor works at Mtm Investment Management, LLC. During their career, the advisor has held roles at Mcham Taylor & Co and Mtm Investment Management, LLC. Taylor maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in South Carolina and Texas. Mtm Investment Management, LLC is a financial advisory firm operating out of Spartanburg, SC. It controls $451 million in assets between its 957 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 957 accounts, 46% are held by high-net-worth clients who have more than $1 million in assets available to invest. Mtm Investment Management, LLC provides a few services, such as portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees typically vary depending on which services the firm provides the client. Fees billed by Mtm Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mtm Investment Management, LLC Brokerage Details
$451,255,466
8
957
$471,531
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Taylor Work History
David has been registered as a financial advisor for 5 years.*
Mtm Investment Management, LLC
Mcham Taylor & Co
*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 David 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 Mtm Investment Management, LLC
Spartanburg, SC
Spartanburg, SC
Spartanburg, SC
Spartanburg, SC
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.
