Taylor Davis MBA, EA, Investment Advisor Representative

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About Taylor Davis MBA, EA, Investment Advisor Representative

Taylor lives in Eagle, Idaho with his wife, Lisa, and 2-year-old son. As a fiduciary financial planner and Enrolled Agent, Taylor advises clients on investment strategy, tax planning, risk management, and legacy considerations. He helps clients preserve and grow wealth with an emphasis on tax efficiency, sustainable income, and long-term alignment with their broader financial objectives. As an Enrolled Agent, he is authorized to prepare tax returns and represent clients before the IRS when needed.

Taylor earned his B.A. in International Relations with an emphasis in Global Financial Management from the University of Southern California and his MBA from the USC Marshall School of Business. He has owned and operated several businesses, including auto repair facilities, a towing company, and government contracting firms. Prior to that, he served four years in the United States Marine Corps and completed three tours in Iraq as part of an infantry unit.

Outside the office, Taylor enjoys an active life with his wife and son. He is an avid outdoorsman, hunter, long-distance runner having participated in races up to 50 miles, and has traveled the world as a scuba diver.

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General Information

Firm Start Year

1992

automated call

CRD#

7561183

Firm CRD#

143665

Name of Custodial Firm

Schwab

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Tax Advice and Services, Money Management, Risk Management, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Life, Annuity

Firm Information

Assets Managed by Firm

$2,000,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Flat Fee, Hourly

Education

MBA - Financial Strategy

University of Southern California, Marshall School of Business
08/01/2017 -12/31/2019

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1894771/paladinregistry-Eagle-Wealth-Solutions-detailed-disclosure.html

Disclaimer

Investment advisory services offered through HBW Advisory Services LLC. Taylor Davis is an Investment Advisor Representative, dba Eagle Wealth Solutions. HBW Insurance & Financial Services, Inc. dba HBW Partners and HBW Advisory Services are separate entities which do not offer legal or tax advice.

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Paladin Research Report For:

Eagle Wealth Solutions