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Victoria Noreen Taylor

Investment adviser representative at Raymond James & Associates, Inc.
17 yearsExperience
2 statesRegistered in
$501BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

17 years in the industry.

  1. Raymond James & Associates, Inc.Apr 2021 to now
  2. Raymond James and Assoicates, Inc.Apr 2021 to now
  3. Cetera Investment Advisers LLCFeb 2019 to Apr 2021
  4. Cetera Investment Services LLCFeb 2019 to Apr 2021
  5. Tcf National BankMar 2017 to Apr 2021
  6. Rodan + FieldsFeb 2016 to Dec 2017
  7. Raymond James & AssociatesApr 2009 to Feb 2017

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 2 states (MI, TX).

Raymond James & Associates, Inc.

$501BAssets managed
531,617Clients
5,571Advisers
51 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
5664709
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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