Walter Marcel Taylor

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 01/2015 → 02/2020
  Pnc Investments
  Lexington, KY
• 02/2020 → Present
  Charles Schwab & Co., Inc.
  Lexington, KY

Previous Registrations

• 2009-11-13 → 2020-02-10
  Pnc Wealth Management Llc
  Lexinington, KY
  Lexington, KY
  Lexington, KY
  Lexington, KY
  Winchester, KY
  Lexington, KY
  Lexington, KY
  Lexington, KY
  Nicholasville, KY
  Lexington, KY
  Nicholasville, KY
  Lexington, KY
  Lexington, KY
  Danville, KY
  Perryville, KY
  Lexington, KY
• 2007-05-16 → 2009-11-13
  Natcity Investments, Inc.
  Lexington, KY
  Louisville, KY
  Lexington, KY
  Nicholasville, KY
  Lexington, KY
  Lexington, KY
  Nicholasville, KY
  Lexington, KY
  Winchester, KY
  Lexington, KY
  Lexington, KY

Other Businesses

1) Baptist Health Foundation Lexington | Investment Related:No|1800 Nicholasville Road|Lexington|KY|40503|USA|Healthcare Services|Board Member|1/6/2023|Less than 20|0|Initial responsibilities will be to learn more about how the Baptist Health Foundation interacts within the community to promote improving the health of all served by the Baptist Health network of providers., 2) Taylor Hamburg LLC | Investment Related:No|Financial Services|Manager|2/5/2020|Less than 20|2|Entity established exclusively in connection with the rep's independent broker relationship with the firm for liability, protection and tax purposes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-15
• S63 Uniform Securities Agent State Law Examination
  1990-08-28

Other Names

• Marc Taylor