William Howard Taylor

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY 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

• 06/2003 → 11/2024
  Pruco Securities, Llc.
  Edmond, OK
• 06/2003 → Present
  Prudential Insurance Company Of America
  Edmond, OK
• 11/2024 → Present
  Lpl Enterprise, Llc
  Plano, TX

Previous Registrations

• 2003-12-03 → 2024-11-14
  Pruco Securities, Llc.
  Oklahoma City, OK
  Oklahoma City, OK
  Edmond, OK
  Plano, TX
  Edmond, OK
  Edmond, OK
  Houston, TX
  Plano, TX

Other Businesses

1) 08/16/2024 - Taylor Family Trust - Act in a Fiduciary Capacity - Non Inv Related - At Plano, TX - Start Date 11/19/2023 - 0hrs/mth - 0hrs/mth During Trading 2) 08/16/2024 - Suzanne M Taylor - Act in a Fiduciary Capacity - Non Inv Related - At Plano, TX - Start Date 11/19/2023 - 0hrs/mth - 0hrs/mth During Trading 3) 08/16/2024 - Illinois Mutual Insurance Company - Commission Trails - Non-Variable Insurance - Inv Related - At Plano, TX - Start Date 03/01/2017 - 0hrs/mth - 0hrs/mth During Trading 4) 08/16/2024 - Golden Rule Insurance - Commission Trails Individual Health Insurance - Non-Variable Insurance - Inv Related - At Plano, TX - Start Date 03/01/2017 - 0hrs/mth - 0hrs/mth During Trading 5) 08/16/2024 - Stockton & Associates - Group Health Insurance Commission Trails - Non-Variable Insurance Commission Trails - Inv Related - At Plano, TX - Start Date 03/01/2017 - 0hrs/mth - 0hrs/mth During Trading 6) 08/16/2024 - Hidden Treasures Small Group - Provide music and devotionals to assisted living and memory care communities - Non-profit volunteer (not on board) - Non Inv Related - At Plano, TX - Start Date 09/01/2003 - 12hrs/mth - 12hrs/mth During Trading 7) 08/16/2024 - Stockton & Associates - Health Insurance Sales - I currently have no role or provide any services. This was a client that was referred to Stockton & Associates in 2017 and I am receiving a portion of the commissions from their group health insurance premiums - Non-Variable Insurance Commission Trails - Inv Related - At Plano, TX - Start Date 03/01/2017 - 0hrs/mth - 0hrs/mth During Trading 8) 08/16/2024 - Hidden Treasures - Not a registered name - Lead a small group of volunteers called Hidden Treasures that provides music and devotionals to Assisted Living and Memory Care Communities - Non-profit volunteer (not on board) - Non Inv Related - At Plano, TX - Start Date 09/01/2003 - 03/01/2017 - 18hrs/mth - 18hrs/mth During Trading

Exams

• S66 Uniform Combined State Law Examination
  2003-07-18

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Bill Howard Taylor