Maurice Taylor (CRD# 5676684) is an Investment Advisor Representative working at Deep Roots LLC in Harrison, AR and has over 14 years of experience in the finance industry.
CRD# 6735961
Benjamin F. Edwards & Company, Incorporated
CRD# 1645794
Raymond James Financial Services Advisors, Inc.
CRD# 6525185
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Deep Roots Capital, LLC | Harrison, AR | Aug 2016 - Current | 7 |
| Lpl Financial LLC | Harrison, AR | Jul 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2009 |
- AR
- MO
- TX
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$136,693
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AR, MO, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.