David Cordell Taylor
Investment adviser representative at Mtm Investment Management, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$678.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Mtm Investment Management, LLCSep 2018 to now
- Mcham Taylor & Co.Dec 2010 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Mtm Investment Management, LLC
$678.1MAssets managed
424Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3238186
- Firm CRD
- 297500