Dhillon Taylor

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About Dhillon Taylor

Dhillon's mission as a Certified Financial Planner^™ practitioner is to help individuals and families use their money as a tool for living lives of freedom, fulfillment, and joy. Whether clients are looking to retire early or build a retirement portfolio alongside a purposeful career, his clients get the strategies they need to protect and grow their money while keeping more of it out of the hands of Uncle Sam.

The following are key areas in which he helps his clients: 1. Protecting Beneficiaries and Estates Through Estate Planning 2. Protecting Net Worth and Income Through Insurance Planning and Asset Protection Strategies 3. Reducing Lifetime Tax Liability (Income AND Capital Gains Taxes) 4. Optimizing Investments 5. Navigating Retirement (Social Security, Medicare, RMDs, Roth Conversions, etc.) 6. Saving/Investing for Major Purchases 7. Navigating the Purchase and/or Sale of Real Estate (Including 1031 Exchanges) Dhillon has nearly 9 years of experience in the financial services industry, has a Bachelor of Science in Finance from California State University Long Beach and went to high school in Los Alamitos, CA.

In his free time, Dhillon frequently participates in several traditional and action sports and plays a variety of musical instruments.

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:

Secura Financial Planning & Wealth Management