Timothy Wayne Taylor

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 09/2016 → 01/2017
  Massmutual
  Fort Worth, TX
• 09/2016 → 01/2017
  Mml Investors Services
  Fort Worth, TX
• 05/2017 → 07/2019
  Park Aveune Securities, Llc
  Fort Worth, TX
• 03/2017 → 07/2019
  Guardian Life Insurance Co Of America
  Fort Worth, TX
• 07/2019 → 11/2024
  Pruco Securities, Llc.
  Irving, TX
• 07/2019 → 01/2025
  Prudential Insurance Company Of America
  Irving, TX
• 11/2024 → 01/2025
  Lpl Enterprise, Llc
  Plano, TX
• 02/2025 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2024-11-14 → 2025-03-04
  Lpl Enterprise, Llc
  Plano, TX
• 2019-07-24 → 2024-11-14
  Pruco Securities, Llc.
  Plano, TX
  Plano, TX
• 2017-05-16 → 2019-08-12
  Park Avenue Securities Llc
  Fort Worth, TX
• 2016-12-13 → 2017-02-01
  Mml Investors Services, Llc
  Fort Worth, TX
• 2014-03-12 → 2015-12-04
  Edward Jones
  St Louis, MO
  Grand Prairie, TX

Exams

• S66 Uniform Combined State Law Examination
  2014-02-28

Other Names

• Timothy Taylor