Diane Susan Taylor

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 12/2002 → 12/2024
  Kelly & Taylor Financial Services Llc
  Pitman, NJ
• 01/1983 → Present
  Kelly & Taylor, Pc
  Pitman, NJ
• 12/2002 → Present
  Victory Wealth Partners
  Mullica Hill, NJ
• 06/2025 → Present
  Lpl Financial
  Pittman, NJ

Previous Registrations

• 2021-08-18 → 2024-01-02
  Victory Wealth Partners
  Pitman, NJ
  Mullica Hill, NJ
• 2004-02-12 → 2020-12-31
  Victory Wealth Partners
  Pitman , NJ
  Mullica Hill, NJ
• 2002-12-20 → 2002-12-31
  Victory Wealth Partners
  Pitman, NJ

Other Businesses

1 - 06/2025 - Arthur and Diane Taylor / William and Susan Koncsol - Real Estate Rental - Inv Related - 3 Hour/Month - Sea Isle City NJ - OBA Start Date: 08/01/2008. 2 - 06/2025 - Kelly & Taylor PC - Tax Prep/Accounting/CPA - Inv Related - 175 Hours/Month - Pitman NJ - OBA Start Date: 01/01/1983. 3 - 06/2025 - VICTORY WEALTH PARTNERS - DBA for LPL Business (entity for LPL business) - Inv Related - 30 Hours/Month - At reported business location(s).

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-19

Other Names

• Diane Susan Lipsett
• Diane S. Taylor