Best Investors Account Sign in
Inactive

Corey Eric Taylor

Confluence Financial Partners

Mcmurray, PA

CRD 7359976

Claim This Profile
Employer firm

Confluence Financial Partners CRD 311980

$6.84B regulatory AUM 38 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Confluence Financial Partners

732 E Mcmurray Rd, Mcmurray, PA 15317 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-11-02
  • PA RA
    APPROVED
    Since 2023-11-02

Branch Locations

732 E Mcmurray Rd, Mcmurray, PA 15317 • 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
Peranis Hockey World Pittsburgh PA 05/2016 07/2020
Confluence Financial Partners Mcmurray PA 04/2021 Present
Pnc Wealth Management Pittsburgh PA 07/2020 04/2021
  • 05/2016 → 07/2020
    Peranis Hockey World
    Pittsburgh, PA
  • 04/2021 → Present
    Confluence Financial Partners
    Mcmurray, PA
  • 07/2020 → 04/2021
    Pnc Wealth Management
    Pittsburgh, PA
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

STRATOS WEALTH PARTNERS, LTD
OSAIC WEALTH, INC.
ILG PRIVATE WEALTH, INC.

Nearby Investors

Andrew Funovits
CHRIS OLE JORDHEIM
GARY NEIL KRIKORIAN

Nearby Offices

STRATOS WEALTH PARTNERS, LTD · McMurray, PA
OSAIC WEALTH, INC. · MCMURRAY, PA
ILG PRIVATE WEALTH, INC. · MCMURRAY, PA

More in Mcmurray, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor