Andrew Herbert Taylor

Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Greensboro, NC
• 11/2016 → 10/2019
  Wells Fargo Clearing Services, Llc
  Greensboro, NC
• 10/2019 → Present
  Kingsview Wealth Management Llc
  Greensboro, NC
• 10/2019 → Present
  Kingsview Partners Llc
  Grants Pass, OR

Previous Registrations

• 2004-03-22 → 2019-11-04
  Wells Fargo Clearing Services, Llc
  Greensboro, NC
  Baltimore, MD
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Winston Salem, NC
  Greensboro, NC

Other Businesses

AMPLIFY THIS MUSIC, NOT INV RELATED, KENERSVILLE, NC, 5% OWNER, START: 6/2012, 4 HOURS PER MONTH/0 DURING TRADING, DUTIES: SONGWRITING FOR SPEICAL OCCASIONS.

Exams

• S66 Uniform Combined State Law Examination
  2004-03-17
• S63 Uniform Securities Agent State Law Examination
  2000-10-26