Christopher
Taylor
Apex Strategic Wealth, LLC
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About this Advisor
Christopher Taylor is a certified financial planner based out of Chattanooga, Tennessee with a total of 3 years of relevant experience. Taylor is an advisor for Apex Strategic Wealth, LLC. Throughout their career, Taylor has worked at Solomonwood Financial Advisors, Lincoln Financial Advisors, Lpl Financial LLC, Franklin Wealth Management, Innovative Advisory Partners, LLC and Apex Strategic Wealth, LLC. Taylor has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Tennessee. Apex Strategic Wealth, LLC is an advisory business that has its headquarters in Chattanooga, TN. It manages $146 million in assets under management among its 1,157 client accounts, making it one of the mid-sized firms in the nation by assets under management. The firm serves three charities and foundations. Of its 1,157 customer accounts, just 14% are held by high-net-worth individuals who have more than $1 million in assets. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees depend on the services offered. However, fee types charged by Apex Strategic Wealth, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Apex Strategic Wealth, LLC Brokerage Details
$146,219,800
8
1,157
$126,378
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Christopher Taylor Work History
Christopher has been registered as a financial advisor for 3 years.*
Apex Strategic Wealth, LLC
Solomonwood Financial Advisors
Innovative Advisory Partners, LLC
Lpl Financial LLC
Franklin Wealth Management
Lincoln Financial Advisors
Solomonwood Financial Advisors
*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 Christopher 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 Apex Strategic Wealth, LLC
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
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.