Douglas Edward Taylor

Employer firm

Taylor Wealth Management, LLC CRD 132955

$171M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 05/2004 → Present
  Taylor Wealth Management, Llc
  Torrance, CA
• 08/2004 → Present
  Taylor Tax Services, Inc.
  Torrance, CA

Previous Registrations

• 2003-09-08 → 2004-05-04
  Lpl Financial Llc
  Torrance, CA

Other Businesses

PRESIDENT OF TAYLOR TAX SERVICES, INC. SINCE 8/2004. THIS BUSINESS IS NOT INVESTMENT RELATED. DEVOTES 5% OF TIME TO THIS SERVICE.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-05

Designations

• Certified Financial Planner
• Personal Financial Specialist