Best Investors Account Sign in
Inactive

Patricia Quinby Taylor

Insight Strategic Wealth LLC

Knoxville, TN

CRD 5544427

Claim This Profile
Employer firm

Insight Strategic Wealth LLC CRD 147290

$401M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Insight Strategic Wealth Llc

10107 Sherrill Blvd, Knoxville, TN 37932 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2011-01-04
  • TN RA
    APPROVED
    Since 2011-01-04

Branch Locations

10107 Sherrill Blvd, Knoxville, TN 37932 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Insight Strategic Wealth Llc Knoxville TN 01/2010 Present
Conry-Taylor & Morrow Cpas Pc Knoxville TN 06/1988 01/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-01
  • S65 Uniform Investment Adviser Law Examination
    2010-12-01
Designations
  • Personal Financial Specialist
Other Names
  • Patricia Alison Quinby
  • Patricia Quinby Peterman
  • Patricia Quinby Conry
  • Patricia Conry Taylor

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES

Nearby Investors

WILLIAM HANKINS
JAMES COFFEY
GARY J MORRIS

Nearby Offices

STRATEGIC ADVISERS LLC · KNOXVILLE, TN
RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN

More in Knoxville, TN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor