Andrew
Taylor
Prota Financial
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About this Advisor
Andrew Taylor is a financial advisor based in Houston, Texas, working with Prota Financial. Andrew has previously held positions at Prota Financial, Ramsey Solutions, Gerson Lehrman Group, Murphy Nasica And Associates, Texas A&M University, and George C Marshall European Center For Security Studies. Andrew has passed the Series 65 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Andrew is part of Prota Financial, which operates out of Houston, Texas. The firm has 19 offices and 12 employees. The firm manages assets totaling $182.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Prota Financial includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prota Financial Brokerage Details
$182,022,262
12
1,324
$137,479
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Andrew Taylor Work History
Prota Financial
Ramsey Solutions
Gerson Lehrman Group
Murphy Nasica And Associates
Texas A&M University
George C Marshall European Center For Security Studies
Texas A&M University
Disclosures
Please visit the SEC profile of Andrew 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 Prota Financial
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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