Taylor
Reasoner
Eq Wealth Advisors
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About this Advisor
Taylor Reasoner is a financial advisor based in Dallas, Texas, working with Eq Wealth Advisors. Taylor has previously held positions at Eq Wealth Advisors, LLC, Planning Strategies, Texas Tech University, Primewest Mortgage, and Oberkampf Supply. Taylor is registered to provide services in Texas. Currently, Taylor is part of Eq Wealth Advisors, which operates out of Dallas, Texas. The firm has 9 employees and manages assets totaling $470.4 million. The firm 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, and pension consulting services. The fee structure at Eq Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eq Wealth Advisors Brokerage Details
$470,412,689
9
786
$598,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Taylor Reasoner Work History
Eq Wealth Advisors, LLC
Planning Strategies
Texas Tech University
Oberkampf Supply
Texas Tech University
Primewest Mortgage
Disclosures
Please visit the SEC profile of Taylor Reasoner 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 Eq Wealth Advisors
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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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