DhillonTaylor- Financial Advisor Orange, CA

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About Dhillon Taylor

Our mission is to help our clients and their families attain their personal financial goals. We do this by providing investment guidance, emotional support during periods of market volatility and asset management strategies designed to help you reach your financial goals.

We offer our clients comprehensive fee-based financial planning, and we strive to provide you with individualized service based on the following core values:

To retain the confidence and trust of our clients through our commitment to honesty and integrity

To consistently demonstrate our declaration to professionalism and excellence in everything we do

To communicate a sincere, caring attitude toward every client

To place our clients' financial well-being above our own

See Disclosures

General Information

CRD#

6475318

Firm CRD#

137324

Insurance License#

0L78797

Name of Broker/Dealer

Crown Capital Securities, LLP

Name of Custodial Firm

LPL, Pershing, NFS

States Licensed in

AZ, CA, ID, TX

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Dhillon has been building his financial advisory practice with Secura Financial since December, 2019. Prior to then, he was an advisor associate at Waddell & Reed for 4.5 years helping his mentor and friend build and run a successful $100 million+ advisory practice.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

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

Compliance

Registered Investment Advisor

Registered Representative

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

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Disability

Firm Information

Assets Managed by Firm

$200,000,000+

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$16,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Flat Fee, Commissions

Additional Details on Charges

We understand that everyone's situation is different. Some clients request a greater level of service, and some less. Therefore, we have a flexible pricing model that ensures everyone who works with us receives substantially greater value than they pay in fees.

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Education

Bachelor of Science - Finance

California State University Long Beach
2015 -2017

Disclaimer

Securities offered through Crown Capital Securities, L.P. (CCS) Member FINRA/SIPC. Investment advice offered through Secura Financial, LLC or Crown Capital Securities, L.P. (CCS). Secura Financial Planning & Wealth Management and CCS are unaffiliated entities.

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Paladin Research Report For:

Dhillon Taylor

Secura Financial Planning & Wealth Management