Timothy Wayne Taylor
Investment adviser representative at Money Concepts Advisory Service
10 yearsExperience
1 stateRegistered in
$4.1BFirm assets
35 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Money Concepts Capital CorpFeb 2025 to now
- LPL Enterprise, LLCNov 2024 to Jan 2025
- Prudential Insurance Company of AmericaJul 2019 to Jan 2025
- Pruco Securities, LLC.Jul 2019 to Nov 2024
- Park Aveune Securities, LLCMay 2017 to Jul 2019
- Guardian Life Insurance Co of AmericaMar 2017 to Jul 2019
- MassmutualSep 2016 to Jan 2017
- MML Investors ServicesSep 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 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
- 6287060
- Firm CRD
- 12963