Clifton
Taylor
Captrust
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About this Advisor
Clifton Taylor is a certified financial planner working in Brentwood, Tennessee, who has 1 year of relevant experience. Taylor currently works for Captrust. Taylor has gained experience at Capfinancial Securities LLC, Capfinancial Partners LLC (Captrust) and Trustcore Financial Services, LLC. Taylor has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Tennessee and Texas. Captrust is a financial advisory business operating out of Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 financial advisors. It manages $715 billion in assets under management across its 76,254 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 136 charities and foundations. Of its 76,254 customer accounts, 33% belong to high-net-worth investors who have greater than $1 million in assets. Captrust performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial advisory services usually depend on which services the firm provides the client. However, fees billed by Captrust can consist of some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Clifton Taylor Work History
Clifton has been registered as a financial advisor for 1 years.*
Capfinancial Securities LLC
Capfinancial Partners LLC (Captrust)
Trustcore Financial Services, LLC
*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 Clifton 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 Captrust
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Akron, OH
Bethlehem, PA
Brentwood, TN
Sacramento, CA
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.
