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Franklin Financial Advisors
Taylor & Associates Financial Services
93 Church St STE 202
Franklin, NC 28734
(828) 349-9404
Advisor Profile
Name:  David Taylor
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Business Description

To provide quality Investment and Insurance services to insure future financial stability. To help my clients be as prepared as possible for major life changes such as sending their kids to college or retiring. When I design an investment strategy, I emphasize the milestones, aiming for long-term success!
 

General Information

Gender:    Male
CRD#:    3235144
Firm CRD#:    3870
Name of Broker/Dealer:    Lincoln Financial Securities Corporation
States Licensed in:    NC, SC, GA, AZ, AK, MI, IN
Years of Experience in Financial Services:    11
Number of Years with Current Firm:    11
I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors
 

Services

Investment Types:    Mutual Funds, Insurance, Annuities
 

Qualifications & Memberships

Securities Licenses:    Series 6, Series 63
Insurance and Annuity Licenses:    Disability, Variable Life, Variable Annuity, Accident, Annuity, Health, Life
Financial Organization Memberships:    National Association of Insurance and Financial Advisors (NAIFA)
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
I work with clients as part of a team:    Yes
Firm's Number of Clients:    1000 +
 

Compliance

Registered Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Compensation Methods:    Commissions
 
 
 
Prepared By: David Taylor