Meggan E Taylor

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2018 → 08/2018
  Bbva Securities Inc
  Mobile, AL
• 09/2017 → 08/2018
  Compass Bank
  Birmingham, AL
• 07/2017 → 08/2017
  Pnc Bank
  Mobile, AL
• 11/2016 → 06/2017
  Wells Fargo Clearing Services, Llc
  Mobile, AL
• 08/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Mobile, AL
• 12/2011 → 06/2017
  Wells Fargo Bank Na
  Mobile, AL
• 09/2017 → 08/2018
  Bbva Compass Insurance Agency Inc.
  Austin, TX
• 08/2018 → 08/2018
  Bbva Wealth Solutions Inc.
  Mobile, AL
• 08/2023 → 10/2023
  Raymond James & Associate Inc.
  Mobile, AL
• 08/2018 → 08/2023
  Prime Lending
  Mobile, AL
• 10/2023 → Present
  Raymond James & Associate Inc.
  Mobile, AL

Previous Registrations

• 2018-08-06 → 2018-09-28
  Pnc Managed Account Solutions, Inc.
  Mobile, AL
• 2015-11-12 → 2017-06-15
  Wells Fargo Clearing Services, Llc
  Mobile, AL
  Birmingham, AL
  Mobile, AL

Exams

• S66 Uniform Combined State Law Examination
  2024-07-03
• S65 Uniform Investment Adviser Law Examination
  2015-11-12
• S63 Uniform Securities Agent State Law Examination
  2015-10-20

Other Names

• Meggan Bosarge
• Meggan Emily Bosarge
• Meggan E Bosarge