![Taylor Harris, financial advisor Dunwoody GA](/img/ws/profile-blank-sq.png)
Taylor Harris (CRD# 7569125) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dunwoody, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
![Riley Stephenson, financial advisor Dunwoody GA](/img/ws/profile-blank-sq.png)
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Atlanta, GA | Jul 2023 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta, GA | Nov 2022 - Current | 1 |
Alisha Crossley Photography | Mountain Brook, AL | Dec 2021 - Jun 2023 | 1 |
University Of Alabama At Birmingham | Birmingham, AL | Aug 2019 - Dec 2022 | 3 |
Kevin W Ulch | Vestavia Hills, AL | Dec 2021 - Jan 2022 | < 1 |
Jj Eyes | Homewood, AL | Mar 2021 - Jan 2022 | < 1 |
Unemployed | Vestavia Hills, AL | Apr 2019 - Aug 2019 | < 1 |
Gorham & Associates, LLC | Homewood, AL | Oct 2018 - Apr 2019 | < 1 |
Monograms Plus | Vestavia Hills, AL | Jun 2016 - Sep 2018 | 2 |
Vestavia Hills High School | Vestavia Hills, AL | Aug 2015 - Jun 2016 | < 1 |
Pizitz Middle School | Vestavia Hills, AL | Jun 2013 - Jul 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- GA
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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