Taylor
Steele

Raymond James Financial Services Advisors, Inc

CRD#4805529
Investment Advisor
in Dallas, TX
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About this Advisor

Taylor Steele is a certified financial planner who works out of Dallas, Texas, who has been in the advisory business for 14 years. Steele is currently employed by Raymond James Financial Services Advisors, Inc. Their career trajectory has included roles at Raymond James Financial Services, Inc, Carter Financial, Fbc Church Committee and Raymond James Financial Services Advisors, Inc. Steele has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Raymond James Financial Services Advisors, Inc is a company based in Dallas, Texas. The firm has offices in 2,040 locations and a total of 5,600 financial advisors. It oversees $81 billion in total assets among its 280,698 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 100 charitable organizations. Of its 280,698 customer accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Raymond James Financial Services Advisors, Inc provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees usually depend on the type of services. Fees charged by Raymond James Financial Services Advisors, Inc can consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

112001 N Central Expressway Cbs Tower, Suite 700
Dallas, TX 75243

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

TX Average: $1,855,561,029
Total Number of Employees

6,224

TX Average: 62
Total Number of Accounts

343,734

TX Average: 2,474
Average Account Size

$301,664

TX Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Taylor Steele Work History

Taylor has 14 years of experience.

2009 - Present (10 years)

Raymond James Financial Services Advisors, Inc

2005 - Present (14 years)

Raymond James Financial Services, Inc

2007 - 2009 (2 years)

Fbc Church Committee

2004 - 2011 (7 years)

Carter Financial

Disclosures

Taylor Steele has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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