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Taylor & Associates

Nigel Taylor

CFP®
Badge1

Registry Member Since 2004

About Me

Type of Organization
  • Sole Practitioner
Name of RIA
  • Taylor & Associates
Relationship to RIA
  • Owner
Broker/Dealer Name
  • No
Years of Experience
  • 28 Years
Certifications & Designations
College Degrees or Years
  • Army College UK - B.s.c
Registrations & Licenses
  • RIA/IAR Registration
CRD Number
IARD Number
Insurance Number
  • 0716446
State Licenses (Investments)
State Licenses (Insurance)
View ADV
  • Available Upon Request
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • German

About My Firm

Location
  • 915 3rd. St., #208
    Santa Monica, California, 90403
Telephone (Main Office)
  • 310.260.1126
Website
Number of Clients
  • 32
Amount of Assets
  • Available Upon Request
Minimum Asset Requirement
  • $100,000
Types of Fees
  • Hourly Fee
  • Asset-Based Fee
Types of Commission
  • Commissions (Insurance Products)
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
Types of Clients
  • Individuals
  • Pension Plans
  • Businesses
Limited Engagement Services
Investment Decision-Making
  • No
Primary Custodian(s)
  • 1st Clearing, LLC
Types of Reports (Frequency)
  • Brokerage Statement (Monthly)
  • Newsletters (Quarterly)
My Philosophy

None

My Disclosures
Some professionals and firms have disclosures.

None

I certify the information in this research report is accurate and current.

Advisor Name: Nigel Taylor
Most Recent Update: Jul 15, 2015

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