Michael Taylor (CRD# 1781701) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ridgeland, MS and has over 36 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James & Associates, Inc. | Ridegeland, MS | May 2020 - Current | 3 |
Retired | Jackson, MS | Dec 2018 - Apr 2020 | 1 |
Lpl | Jackson, MS | Apr 2015 - Dec 2018 | 3 |
Bankplus Wealth Mgt Group | Jackson, MS | Apr 2015 - Dec 2018 | 3 |
Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Apr 2015 | < 1 |
Morgan Stanley Smith Barney | Ridgeland, MS | Jun 2009 - Apr 2015 | 5 |
Morgan Stanley & Company | Ridgeland, MS | Sep 2007 - Apr 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1988 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2000 |
- MS
-
Total Assets Under Management350,042MILLIONS
-
Total Number of Accounts992,551ACCOUNTS
-
Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- 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, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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.