Michael Wayne Taylor

Employer firm

Taylor Financial Management, LLC CRD 172656

$56.0M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

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

Current Employers

Taylor Financial Management, Llc

Franklin, TN • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2024-08-01
TN	RA	APPROVED	2014-10-07

KY RA
APPROVED

Since 2024-08-01
TN RA
APPROVED

Since 2014-10-07

Branch Locations

Franklin, TN • 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

Organization	City	State	From	To
Taylor Financial Management, Llc	Franklin	TN	02/2012	Present
Taylor Financial Management, Llc	Franklin	TN	02/2012	Present

02/2012 → Present

Taylor Financial Management, Llc

Franklin, TN
02/2012 → Present

Taylor Financial Management, Llc

Franklin, TN

Other Businesses

Michael Wayne Taylor is an accountant, although he does not expect to offer clients advice or products from this activity. Mr. Taylor's CPA license is "inactive" under the rules of TN, however he is not practicing as a CPA.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-07-25

S65 Uniform Investment Adviser Law Examination

2014-07-25

Other Names

Michael W Taylor

View on SEC IAPD